Who We Are

We are an Austin-based private wealth management firm that provides investment advisory and wealth management services to a select group of affluent clients and private foundations. We focus on serving clients who have complex needs, require precise analysis and skilled management. Our team of professionals caters to clients who demand more than mere relationship management. We are intricately involved in the capital markets, infusing our outlook with uncommon rigor and insight.

Our interests are allied with those of our clients. As fiduciary advisors, we strive to serve our clients and our clients only. We are compensated through a transparent fee agreement based on assets under management or advisement. Our goal is to deliver objective advice. We view ourselves as partners with our clients, sitting on the same side of the table and pursuing shared goals.

Experience You Can Trust

Our accolades and designations are distinguished:

• Barron’s, “Top 1000 Investment Advisors in the United States,” 2009 – 2015.
• Financial Times “FT 300” 2017-2019
• Three Chartered Financial Analysts CFA® 
• Two Certified Financial Planners CFP®
• Two Certified Private Wealth Advisors CPWA®
• Certified Investment Management Analyst CIMA®

Over 25 Years Private Wealth Management:

• Pre and Post Liquidity Planning for Private Business Sale
• Merger and Acquisition
• Executive Planning for IPO
• Concentrated Stock Holdings

Over 30 Years Institutional Advisory:

• Institutional Research
• Endowment Management

Over 30 Years Trust Management:

• Fiduciary Investment Management

Over 20 Years Business Financial Consulting:

• Corporate Finance
• Private Business Divestiture
• Private Business Evaluation