A complete list of active advisors currently associated with J C Texas Investment Advisors, Ltd.

Warmer can help you find a great advisor at J C Texas Investment Advisors, Ltd. or one who fits your needs even better.

J C Texas Investment Advisors, Ltd. provides discretionary investment advisory services primarily through separately managed accounts to individuals, trusts, estates, charitable organizations, corporations and other business entities, foundations, endowments, and pension and profit‑sharing plans. The firm manages approximately $93 million in client assets on a discretionary basis, with accounts held at qualified custodians in the clients’ names. The firm’s investment approach is grounded in fundamental analysis of individual companies and includes equity (including small‑ and small‑mid cap), fixed income, and balanced strategies that typically hold concentrated portfolios (approximately 15–30 equity positions). Portfolios are constructed with the objective of outperforming applicable benchmarks while considering each client’s investment objectives, restrictions, tax status and risk profile; the firm also offers selective, periodic advisory consultations on an hourly basis. What distinguishes the firm from many independent peers is its work with charitable organizations, corporate/business clients and institutional accounts such as foundations, endowments and pension plans—client types that are less common among independent, solo‑advisor firms. The firm generally applies a $1,000,000 guideline for separately managed accounts (which may be waived in its discretion) and routinely uses broker‑provided research and an institutional proxy‑voting administrator as part of its operating practices.

To learn more about the advisors currently working at J C Texas Investment Advisors, Ltd., 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.