A complete list of active advisors currently associated with Texas Asset Management

Warmer can help you find a great advisor at Texas Asset Management or one who fits your needs even better.

Texas Asset Management provides discretionary investment management, written financial planning, and limited consulting to individuals, high-net-worth clients, trusts, qualified retirement plans and small businesses. Services commonly include a written financial plan, ongoing portfolio management and advice on estate, retirement and insurance matters. The firm’s investment approach is long-term and asset-allocation driven, grounded in Modern Portfolio Theory and implemented largely through passive, asset-class mutual funds—primarily Dimensional Fund Advisors (DFA) funds that are generally available to institutional investors and selected advisor networks. TAM develops written investment policy statements, may use model portfolios or no-load mutual funds, and will include individual equities or dollar‑cost averaging when suitable for a client’s objectives. Operationally, TAM generally requires clients to custody assets on its institutional platform and debits advisory fees directly, and it reports limited custody exposure for certain accounts that permit client-directed transfers by verbal instruction—features that can be atypical among peers. The firm is a small, long-established adviser (three advisors, roughly $65 million in discretionary AUM) that combines institutional-only fund access with quarterly advance fee billing and does not aggregate trades across client accounts.

To learn more about the advisors currently working at Texas Asset 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.