Fiduciary Standards

We provide you with unbiased advice and recommendations, based only on what is in your best interest.

As an Independent Registered Investment Advisor, we file annually with the Texas State Securities Commission and are obligated to disclose conflicts of interest to any potential client. We act as a fiduciary, with a legal obligation to represent our clients’ interests above our own.

As a fee-based advisor, we earn no commissions from the investments we recommend. Experienced investors know that advisors making commission sales are paid for transactions, rather than for helping the client achieve his/her goals. For example, brokers are often guilty of selling stocks from their firms’ inventories without disclosing the conflict and without regard for the client’s needs.

We are—in other words—held to a higher set of standards, in which there is no conflict of interest between what is best for your financial future and the recommendations we offer. You can be absolutely sure that we will always act with integrity on your behalf to achieve your goals.

Family-owned businesses are our specialty and our passion.  Let us help you get more out of your business for yourself and your family!

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Family Business Office Inc, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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