Our Philosophy
Wealth management is an evolving process, not a one-time exercise.
Your financial future is our only focus.
Our only responsibility is to be a catalyst for your financial future. You can trust that we are proactively looking out for you and your family, helping you create a lasting legacy for generations to come.
Our Advice is Authentic.
Sometimes events can cause a flood of feelings which easily cloud decision making. We listen, provide sound counsel, and advise you with straightforward information. We tell you what you need to hear, not necessarily what you want to hear.
We also act as a financial educator and translator. We all have a “number” in mind – the number that will provide us financial freedom. Many times, there are intangibles which drive us to that number – peace of mind, security, leaving a legacy. We connect the intangibles with real reality.
Your Personal Team.
At Austin Asset, you will have access to both our wealth planning and wealth management teams. We believe the best way to serve you is with a personal collaborative team of financial professionals who can address your specific needs.
Great results are driven by great people.
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Our Approach.
Every investment portfolio is grounded in thorough research. We capitalize on the efficiencies in capital markets rather than try to profit from any perceived inefficiencies. Our approach is globally diversified and utilizes a strategic combination of institutional class mutual funds tailored to each client’s needs.
By managing your portfolio holistically, and not as separate activities or accounts, we can deliver sustainable low-cost investment solutions to help you achieve your goals and aspirations.