Investment Management

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:

Financial Planning

Give yourself the gift of confidence and take control of your future. Speak with one of our experienced advisers about the benefits of creating a financial plan.

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We keep our eyes on the markets so that you can focus on what matters most. Click Here to see our latest take on the markets.