A complete list of active advisors currently associated with Texas Institutional Investment Management, LLC
Warmer can help you find a great advisor at Texas Institutional Investment Management, LLC or one who fits your needs even better.
Texas Institutional Investment Management, LLC provides discretionary investment supervisory services to high net worth individuals and a broad set of institutional clients, including pension and profit‑sharing plans, charitable institutions, endowments, and municipalities. As disclosed in the brochure, it manages growth equity and tactical strategies and reported approximately $75.1 million in discretionary assets as of December 31, 2025. The firm’s investment process focuses on growth equities drawn primarily from the Russell 3000 Growth universe (generally stocks with market capitalizations above $350 million) and employs a three‑step selection approach: a technical/fundamental screening model (Model of Alpha), a quantitative competitive scoring system, and a fundamental review emphasizing earnings quality, free cash flow, and balance‑sheet strength. Portfolios are managed on a discretionary basis with daily monitoring, weekly reviews, and decisions reached by consensus among the portfolio managers; the firm states a preference to remain substantially invested rather than engage in market timing. What distinguishes the firm from many peers is its ownership and affiliations: the majority owner is a marketing firm that is also a state‑registered investment adviser and is registered as both a municipal advisor and a commodity trading advisor, disclosures the brochure identifies as potential sources of conflicts to be managed. The brochure also notes the firm’s use and discussion of complex instruments (leveraged and inverse funds, buffer ETFs, and structured notes) and includes performance‑oriented language and references to prior mutual fund management experience by a portfolio manager, features that are less common among similarly sized supported firms.
To learn more about the advisors currently working at Texas Institutional Investment Management, LLC, 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 |
|---|---|---|
San Antonio, TX
| 20
| |
San Antonio, TX
| 20
|
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