Our philosophy stands in sharp contrast to the big Wall Street firms. Each and every client is unique, one of a kind. We believe their portfolios should be too.
As an investment adviser registered in the state of Texas, TEA has a fiduciary duty to its clients. This means that we place our clients’ interests ahead of our own.
We ask that prospective clients complete the following risk assessment questionnaire. Please click on the button to proceed:
For more information on our portfolio solutions, please Click Here.
Texas Elite Advisory, LLC is a State of Texas Registered Investment Advisor (RIA). Registration does not imply a certain level of skill or training. Past performance may not be indicative of future results, and will vary by account size, type, and date.
Performance of any investment is subject to numerous factors that are neither within the control of or predictable by TEA. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. All investments risk the possibility of loss. Additional disclaimers may apply.
We keep our eyes on the markets so that you can focus on what matters most. To see our latest take on the markets, please Click Here.