Houston, TX Office

Latitude Investment Group provides investment advisory and financial planning services to individual clients, offering managed accounts, portfolio reviews, asset allocation recommendations and written investment strategies. The firm reports serving 87 clients with $6,330,849 in assets under management and states there is no minimum account size.

Advice is tailored to clients’ investment objectives, time horizon and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies; clients may impose written restrictions on investments. LIG states it offers both discretionary and non‑discretionary management and may recommend third‑party sub‑advisors, but its brochure reports $0 in discretionary assets and all reported AUM as non‑discretionary as of February 6, 2026.

The firm discloses that a co‑owner and principal holds multiple broker‑dealer registrations and wholesaler roles and is also a licensed insurance agent, activities that can give rise to commissionable business and potential conflicts of interest (the brochure notes these outside activities generally do not exceed 30% of that person’s time). LIG recommends clients use Charles Schwab as custodian, does not take physical custody of client assets, and limits custody to authorization for fee deduction.