Pursuing the art and science

of investment management.

Access disciplined investment strategies designed to help you achieve your goals.

OUR SERVICES

Investment Management

Macro-Driven Asset Management
Thoughtfully designed for both the ups and downs of full cycle markets.

Advanced Planning & Consulting

Objective. Strategy. Results. 
Big picture thinking guides clients to long term results. 

Fiduciary First Principles

Uniquely Independent
Our loyalty to our clients means their best interest always comes first.

OUR  INVESTMENT MANAGEMENT

Asset Management with A Modern Touch

Our investment philosophy honors Nobel prize-winning contributions to portfolio management:

From legacy principals of diversification and efficient markets to more recent breakthroughs from behavioral finance on the irrationality of market participants.

What’s it mean for investors?

Responsive investment strategies built to navigate the changing world of opportunities and risk.

Embrace A Changing World

Opportunity evolves and risk never stands still. We help clients adapt to the changing nature of markets, proactively adjusting portfolios and financial plans to reach their most important goals.

OUR LATEST INSIGHTS

Economic Outlook
October 3, 2019

The Quarterly Perspective

"Late-Stage Uncertainty Prevails as Federal Reserve Acts to Reverse Slower Growth"
Economic Outlook
June 28, 2019

The Quarterly Perspective

"After markets delivered disappointing returns in 2018, investors are finding relief so fa this year"
Economic Outlook
March 12, 2019

The Quarterly Perspective

"After a frantic fourth quarter sell-off, it seems investor sentiment has completely flipped. Since the market bottomed on December 24th,…

OUR TEAM OF ASSOCIATES

Dean Harman

CFP®, FOUNDER

Sam Johnson

Christopher Riggs

J.D., CFP ®

David C. Walkup

Tina Matthews

ChFC®, CDFA, RICP®

Bill Johnson

Cynthia Mogensen

OUR LOCATIONS

HOUSTON

AUSTIN

PHOENIX

DALLAS

THE WOODLANDS

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