12012 Technology Blvd.
Austin, TX 78727
Investment advice offered through Strategic Financial Concepts, LLC.
Copyright 2014 Texas Private Asset Management, LLC.
This material is designed to provide accurate and authoritative information with regard to the subject matter covered. It is made available with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.
Phone (512) 327-4747
Toll Free (888) 331-1954
Fax (512) 335-7511
Texas Private Asset Management is dedicated to protecting and growing your wealth.
We provide unbiased advice and money management for all aspects of our clients' financial lives. Since forming in 2004, we've served hundreds of individuals, businesses and charities.
Our clients can rest assured knowing that our interests are always aligned with theirs. As a Registered Investment Advisory firm, nothing is more sacred than our fiduciary duty to clients. We take seriously the legal and moral obligation required for a fiduciary relationship.
Our fee structure is clear and simple. There are no hidden fees, and we don't receive commissions for any investment advice.
If you're in need of a helping hand with your finances, we invite you to learn more about Texas Private Asset Management.
We know our clients don't fit in a mold. Every person and situation is different. That's why we always provide a personalized approach 100% tailored to each client.
In our experience, life-changing events are often the onus for finding a financial advisor. If you're preparing for any of the following, Texas Private Asset Management can help you…
- Unwinding a concentrated stock position
These are just a handful of instances where our advice can help you protect and grow your wealth.
We know you have plenty of options when it comes to choosing a financial advisor. That's why we want you to know how Texas Private Asset Management is dramatically different from other advisors in the industry.
As you're researching who to manage your wealth, be sure to ask other firms if they offer the following – all of which are Texas Private Asset Management trademarks:
- A simple, transparent fee
- Advice without conflicts of interest
- Risk-adverse philosophy (including use of "stop losses" to limit risk)
- 100% liquidity (ability to withdraw money at any time)
- Focused, personalized advice
- Big-picture financial planning, not just one area
Learn more about how we're different from other advisors.