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
June 29, 2020

The Quarterly Perspective

"With Economy Re-opening, Attention Turns to Recovery"
Financial Planning
April 29, 2020

The Quarterly Perspective

"Risk Looms Large as Economy Begins Phased Re-Opening"
Economic Outlook
March 27, 2020

“Maintaining Caution While Facing Recessionary Forces Ahead”

"Considering the "shock and awe" containment collapse in markets, many investors are now dismissing the risk that markets fall further."

OUR TEAM OF ASSOCIATES

Dean Harman

CFP®, FOUNDER

Sam Johnson

Wealth Manager

Christopher Riggs

J.D., CFP ®

David C. Walkup

Wealth Manager

Tina Matthews

ChFC®, CDFA, RICP®

Bill Johnson

Wealth Manager

Jeremy Schlanger

Wealth Manager

Brad Glenn

Wealth Manager

Matthew Sechelski

Wealth Manager

OUR LOCATIONS

HOUSTON

AUSTIN

PHOENIX

DALLAS

THE WOODLANDS

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