Strongly rooted in the local business and professional community, our practice serves influential leaders representing diverse sectors of the Houston marketplace. Our clients recognize that we understand the pressures, concerns and wealth management requirements of high-achieving individuals – because we share their ethic of success.
Many of our clients are also part of our extensive network of professionals in fields such as tax law, estate law and accounting, whom we can call on to provide specialized services to meet our clients' needs. In turn, we encourage these professionals to refer their own clients to us for financial guidance and investment management, and we are committed to helping those individuals meet their financial goals as well.
Addressing each client's unique needs
Managing the wealth of individuals who have attained an exceptionally high net worth often requires a specialized approach and resources. For certain individuals who meet our screening criteria, we're able to offer the Managed Investment Program, an innovative investment platform available from Raymond James. This program may be offered only by select financial advisors who meet stringent professional and educational criteria.
In working with these high-net-worth clients, we focus on optimizing portfolio performance rather than on staying the course. On a wrap-fee basis, the Managed Investment Program provides a framework that enables advisors to employ sophisticated portfolio management strategies. Drawing on advanced market analytics, our advisors apply an active, finely tuned approach to stock selection, trading and performance monitoring. In-depth reports, available either online or by mail, provide clear summaries of account activity and track performance over time.
For all of our clients, we continually seek the industry's most appropriate financial management products and services. Our goal is to help you grow, preserve and manage your wealth so that you can fully enjoy the benefits of your success.
*All investments are subject to risk. There is no assurance that any investment strategy will be successful. In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading activity.
Clients should periodically reevaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. These additional considerations, as well as the fee schedule, are listed more fully in the Client Agreement and the Raymond James & Associate's Schedule H Brochure, which can be obtained through our office.
