A complete list of active advisors currently associated with Austin Asset

Warmer can help you find a great advisor at Austin Asset or one who fits your needs even better.

Austin Asset provides discretionary wealth management, comprehensive financial and wealth planning, and consulting services to individuals (both non-high-net-worth and high-net-worth), as well as pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm develops personalized investment policy statements and manages portfolios accordingly, and it also offers consulting work including expert witness services on estate and retirement planning matters. Investment decisions are driven by an asset-allocation framework the firm identifies as the primary determinant of portfolio risk and expected return, with emphasis on diversification, rebalancing, and use of institutional share-class mutual funds to capture equity, value and small-company risk premiums. An Investment Policy Committee — comprised of ten members who are all CERTIFIED FINANCIAL PLANNER™ practitioners and meeting monthly — establishes and monitors the firm’s investment philosophy and allocation ranges. Noteworthy features include a long operating history (in business since 1986) and scale—managing about $1.87 billion across roughly 447 client accounts with a 13-advisor team—combined with specialized services such as expert witness consulting and detailed wealth planning that addresses estate, tax, elder law and Medicaid issues. The firm also delegates proxy voting to clients, who retain exclusive responsibility for voting and corporate action decisions.

To learn more about the advisors currently working at Austin Asset, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.