A listing of investment management firms in Texas.
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Specializes in three main areas: Institutional Client Services, Corporate Retirement Services and Private Client Services.
Specialist in asset/liability advisory services and investment management for credit unions.
Approach includes the general guidelines of the National Conference of Catholic Bishops (NCCB) and also reflects issues of social justice that are shared with other religious orders and other denominations for accomplishing positive social change.
Provide investment advisory and financial consulting services to high net worth individuals and small- to medium-sized institutions.
http://www.bransonfowlkes.com/
Provide equity, fixed income and balanced investment management services to a wide spectrum of clients, both institutional and individual.
http://www.capstonefinancial.com/
Cummer Financial Services, Inc.
Investment advisors in asset management, cash management, securities and more.
Provider of fee-only financial advisory services and wealth management to individuals, corporations and closely held businesses.
Providers of financial planning and investment advisory services on a fee only basis.
Financial Management Professionals, Inc.
Providers of personal financial planning and investment advisory services to professionals, corporate executives, retirees, closely held business owners, and sponsors of 401(k) or other qualified retirement plans.
http://www.fmprofessionals.com/
First Southwest Asset Management Company
The company's investment management services assist governmental entities with the complexities of investing public funds in the fixed income markets.
A Dallas-based real estate investment, development and management organization. The company focuses on income properties, with a special emphasis on suburban class "A" office buildings in key growth markets.
Provides direct placement of debt for municipalities, not-for-profit corporations, colleges, universities, hospitals, tribal governments and their political subdivisions, and governmental agencies.
http://www.governmentcapital.com/
Hester Capital Management, LLC
An investment advisory firm dedicated to managing the assets of private individuals, families, trusts and estates, charitable organizations, endowments and foundations, and retirement plans.
Hoisington Investment Management Company
A registered investment advisor specializing in fixed income portfolios for large institutional clients.
An investment firm that primarily makes equity investments in a broad range of growing companies. Lewis Hollingsworth's investments take several forms: leveraged buyouts, growth capital, recapitalizations, and industry consolidations.
Manager of private and institutional investment portfolios, mutual funds and a private equity investment fund for accredited investors.
An investment adviser that manages private and institutional investment portfolios, mutual funds and a private equity investment fund for accredited investors.
Fee-only investment management services in a broad range of personal finance.
Domestic oil and gas merchant and investment banking services.
Providers of business and individual financial planning services, including: employee benefits plans, individual retirement accounts and more.
Registered investment adviser for retirement plan participants of Rogers and Associates.
Specialist in fixed income portolio management for tax-sensitive and tax-exempt clients, portfolio diagnostics, risk analysis, and liability measurement and management programs.
Smith, Graham & Co., Asset Managers
A fixed income investment management firm specializing in managing domestic and global fixed income assets.
Sosnowy Investment Management Company, Inc. (SIMCO)
Registered investment advisor employing tactical asset allocation and market timing.
Southwest Securities Group, Inc.
Professionally managed accounts over 100,000.
http://www.southwestsecurities.com/
Provider of financial planning and investment management services for private investors, corporations, governments and institutions.
Investment advisor to high net-worth individuals.
A private investment management and advisement firm for private individuals and institutions.
Tanglewood Investments was founded to address the need for equity capital and management expertise in established middle market companies, which generally will include companies with revenues of $5 to $100 million.
Three private equity funds that specialize in structuring equity and subordinated debt investments that finance buy-and-build strategies, internal expansions, and buyouts of small- to middle-market companies.
The Penn Investment Group, Inc.
Manager of private investment portfolios for high net-worth individuals, partnerships, trusts, foundations and charities.
Westwood Management Corporation
Provider of equity and fixed income investment programs to institutional clients.
Tips & Advice to help you make your decision on Investment Management Firms in Texas
Investment management firms in Texas are as hard to find as they are in Chicago. They are seemingly on every corner. Small, independent professionals and international firms alike are everywhere and are always looking for new business; this aggressive marketing can cause confusion on the Internet. While you are looking for investment management services, you are looking for them to maximize your company's long-term cash position, not to protect your retirement. A private consultant may have the experience you are looking for, but not the international connections you need. The problem is that most of them will answer "yes" on the Internet to attract the greatest number of ... more
Investment management firms in Texas are as hard to find as they are in Chicago. They are seemingly on every corner. Small, independent professionals and international firms alike are everywhere and are always looking for new business; this aggressive marketing can cause confusion on the Internet. While you are looking for investment management services, you are looking for them to maximize your company's long-term cash position, not to protect your retirement. A private consultant may have the experience you are looking for, but not the international connections you need. The problem is that most of them will answer "yes" on the Internet to attract the greatest number of potential clients. This means that you are unlikely to find out that they do not offer what you need until the end, after you have wasted your time.
Investment Management firms in Texas will naturally have a greater focus on the services that are most relevant to Texans. Another firm in New York might not offer the same expertise. You know what you need, and what is needed is a resource that lists only the information that will not waste your time, so perhaps finding just the right firm can happen. Business.com is dedicated to organizing those valuable resources and presenting them in a cohesive manner, and they always offer all the information you could need on the subject. If you click the links on the left, you will have a host of knowledge at your fingertips to help you learn more.