Austin, TX Office

The firm primarily serves high‑net‑worth individuals and families, including a subset of clients receiving family office services, and offers financial planning, discretionary portfolio management for individual accounts, and private fund management and administrative services. Client engagements range from modular financial planning to ongoing investment supervision and dedicated family office coordination for select households.

Its investment approach emphasizes long‑term, low‑turnover portfolios built around broad asset allocation and diversification using mutual funds, ETFs and alternative investments, with attention to tax efficiency, systematic rebalancing, and a value tilt. The firm also allocates to unaffiliated independent managers when appropriate and may include less liquid or specialized vehicles — such as interval funds, hedge funds, private equity, pooled vehicles, and direct‑indexing strategies that can require margin — when consistent with client objectives.

Noteworthy for a team firm, the adviser is involved in private fund activity and fund administration: an affiliated entity serves in a managing/administrative role for certain private investment funds and some clients participate in pooled vehicles the firm monitors, with disclosures about related conflicts of interest. The firm also operates with a relatively large asset base per advisor (well above $200 million per advisor) and reports material non‑discretionary private fund and real‑asset holdings that are valued at cost unless updated by third‑party administrators.