Houston, TX Fondren Rd Office
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Hurwitz Associates, Inc.
Team
Firm-wide stats for Hurwitz Associates, Inc.
About
Hurwitz Associates provides discretionary and non‑discretionary investment management primarily for individual and high‑net‑worth clients, delivering separately managed portfolios that account for each client's objectives and other outside assets. The firm also has licensed insurance representatives who may recommend and sell annuities and other insurance products as part of a client's planning options.
The investment process places asset allocation at the center, using Modern Portfolio Theory implemented through individual securities and ETFs with exposure to international markets and occasional consideration of private or outside assets. Portfolios are managed with a long‑term, low‑turnover emphasis and clients are encouraged to participate in setting objectives and to designate a trusted contact for communication during times of stress or urgency.
Notable differences from many peers include a small team led by a principal with decades of industry experience and professional investment credentials, and an internal continuity governance plan that relies on associated advisors voting to appoint an interim manager if principals become unavailable. The firm also discloses that it generally does not vote proxies on clients' behalf and that insurance‑licensed representatives may receive commission compensation, matters addressed in its conflict‑of‑interest and compliance policies.
Based on Hurwitz Associates, Inc.
Location
10101 Fondren Rd, Suite 227
Houston TX 77096
Advisors at this office
3
Advisors at this office
John H
Series 63, Series 66
Houston, TX
Hurwitz Associates, Inc.
John Havenar is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Hurwitz Associates since 2016. Outside of his advisory role, Havenar manages residential rental properties and owns a health and life insurance sales business. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.
Abdurrahman N
Series 63, Series 65
Houston, TX
Hurwitz Associates, Inc.
Abdurrahman Naser is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hurwitz Associates since 2012. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.
William H
Series 63, Series 65
Houston, TX
Hurwitz Associates, Inc.
William Hughes Jr. is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has worked at Hurwitz Associates since 2016. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on separately managed portfolios aligned with clients’ objectives. The firm emphasizes asset allocation using Modern Portfolio Theory with international exposure and manages portfolios with a long-term, low-turnover approach.
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