Spring, TX Office

Peerless Wealth serves individuals (including high‑net‑worth clients), families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, qualified plan consulting, and financial consulting. The firm also provides portfolio management to investment‑company clients and acts as a sub‑adviser to an exchange‑traded fund in addition to managing separately managed accounts.

Investment decisions are guided by a strategic asset‑allocation framework and a proprietary portfolio construction methodology, with client portfolios implemented as custom strategies or one of three firm model portfolios. The firm employs a range of analytic approaches (macroeconomic, fundamental, quantitative, qualitative, technical and cyclical), and may use ETFs, ETNs, options strategies and third‑party managers, with margin and options used only with client approval.

As a four‑advisor firm managing roughly $149 million in assets, Peerless Wealth is noteworthy among peers for its sub‑advisory role to an ETF that utilizes buying and selling of options as part of its strategy—an arrangement relatively rare for firms of this size. The firm discloses that it receives sub‑advisory compensation and that some personnel have outside industry or investment activities, and it says it manages those potential conflicts through written policies, trade‑allocation procedures, best‑execution practices and a code of ethics.