Colleyville, TX Colleyville Blvd Office

Momentum Independent Network Inc. serves individuals (including high‑net‑worth clients), corporate and institutional clients, and retirement plans with investment advisory and portfolio management, financial planning, and brokerage, execution, clearing and custody services. As both an SEC‑registered investment adviser and a full‑service broker‑dealer, the firm offers multiple wrap‑fee managed account programs and access to third‑party platforms and managers.

MIN uses both discretionary and non‑discretionary structures across advisor‑constructed and model‑based solutions, delivering portfolios via Envestnet and its program lineup (Aviator/Co‑Pilot, Passport Series SMA, Momentum Pathways UMA, Gateway FSP, Compass/ Navigator UMA, and others). The firm combines asset‑allocation, quantitative, fundamental and technical analysis and offers overlay capabilities (tax‑aware and impact overlays), municipal fixed‑income strategies, and ERISA fiduciary retirement plan services.

What distinguishes MIN from many peers is the integration of broker‑dealer operations with banking and municipal advisory capabilities within the Hilltop group: HTS (an affiliate) sponsors HTSPM municipal bond strategies that are co‑advised by Franklin Templeton and sub‑advised by Western Asset, and the firm operates an FDIC‑based Bank Insured Deposit (BID) sweep program administered with an affiliated bank. MIN also maintains program features that are less common at large enterprise advisers, including an automated Global Class Actions Asset Recovery service, ongoing periodical client communications and recent expansions such as the option to include corporate bonds in HTSPM tax‑aware municipal strategies.