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:

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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.

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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.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy.

© 2020 by Texas Elite Advisory, LLC.