A complete list of active advisors currently associated with Scott & Selber, Inc. Capital Management
Warmer can help you find a great advisor at Scott & Selber, Inc. Capital Management or one who fits your needs even better.
Scott & Selber, Inc. Capital Management provides discretionary portfolio management to individuals (including high net worth clients), corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm charges advisory fees based on assets under management and does not provide financial planning or sell financial products; it generally expects a $500,000 minimum account to establish a relationship. The firm’s investment process is built around an internal model and fundamental research, incorporating factors such as earnings and dividend growth, financial health, relative performance and economic cycle analysis; equity exposure is typically implemented through a model portfolio while fixed income selections emphasize yield curve dynamics, Federal Reserve policy and credit ratings. Scott & Selber manages most assets on a discretionary basis, serves as a fiduciary for retirement accounts, and notes that its equity approach can involve a relatively high number of transactions. Compared with peers, the firm is notable for managing roughly $638 million with a small advisory team, resulting in a high AUM-per-advisor concentration that is uncommon in its peer group. The brochure also discloses operational features clients should consider, including use of Charles Schwab as custodian with occasional “trade away” or cross transactions, quarterly or more frequent reporting, and a written Code of Ethics with regular compliance reviews.
To learn more about the advisors currently working at Scott & Selber, Inc. Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 1
| |
Houston, TX
| 22
|
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