What We Do
Founder Tom Brashear takes pride in working with each client to meet his or her financial goals. In custom-tailoring investment plans for a variety of clients over the years, he has developed expertise in the full array of asset classes. He also assists clients with retirement planning, risk-management (insurance), tax and estate planning, and education savings.
Tom subscribes to the “invest in people” approach to asset allocation. As such, he looks beyond symbols and charts to the very people behind an investment opportunity. He specializes in finding Texas-based companies with an impeccable leadership track record and uncompromising integrity.
With markets the way they are these days, Tom also realizes the importance of alternative investments (e.g. real estate) to a balanced portfolio. In recent years, he has gained valuable experience in this area, working to provide stability for his retired clients.