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. TEA does not receive commissions from the sale of investment products, and we feel very strongly that this “fee-only” business model eliminates the bias that comes with commissions-based advisory relationships. Our philosophy stands in sharp contrast to the big Wall Street firms and their dually-registered “advisers.”
If you are interested in a different kind of advisory relationship, contact us. The first step is simply getting acquainted, and that usually consists of no more than a 10 minute phone call with one of our advisers. Our advisers have a variety of low-cost, efficient portfolio solutions to meet the needs of our clients.
We ask our clients, and those considering our services, to complete a free risk analysis survey:
We keep our eyes on the market so that you don't have to. To see our latest take on the markets, please visit our Blog page.
For more information on the proprietary investment strategies we offer, please visit our Strategies page.