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At Texas 1st, you, the investor, are our number one priority. We believe in a risk management approach to investing. We have teamed with some of the nation's elite money management firms to provide you with the highest quality choices for the management of your O.R.P., as well as any other investment accounts you may have. _______________
Absolute Capital Management: Just as you wouldn’t stick with the same golf club for every shot you make on the course, we believe you wouldn’t want to use the same static strategy to navigate the dynamic and demanding investment landscape. There are many tools in the form of various asset classes that are available to you, and we believe that it is important to use these tools in a way that responds to current market conditions.Discover more about Absolute Capital Management... _______________ CLS Investments, LLC: CLS believes Risk Budgeting is critical to managing clients' assets. The Risk Continuum illustrates their ability to maintain a constant level of risk in your portfolio. Do you know your Risk Budget? Discover more about CLS Investments... _______________ Donoghue & Co. Today and tomorrow in today’s fast-paced information age, obtaining investment data is easy: choosing the investments that are right for you is much more difficult. We’ll work with you to identify your investment objectives, evaluate your risk tolerance, and analyze your current portfolio. After reviewing the results with you, we’ll recommend one of our management strategies, or a combination of our strategies, tailored to help meet your individual needs and goals. This customized approach combined with a closely monitored investment portfolio is critical in today’s tactical market conditions. Discover more about W. E. Donoghue & Co... _______________ Gradient Investments: Gradient Investments’ disciplined investment approach is shaped by a long-term investment focus, thorough due diligence, and a belief that broad diversification across and within asset classes is essential for long-term success. The portfolios are designed to deliver a broadly diversified allocation among several asset classes to yield higher annual returns and less volatility relative to the broader market. Discover more about Gradient Investments... _______________ Portfolio Strategies Investment Managers: We invite you to discover the difference that professional money management makes. Our approach to managing money begins with actively managing exposure to risk. We offer a range of investment programs using managed proprietary strategies for individuals, corporations, non-profit institutions, and endowments. Discover more about Portfolio Strategies... _______________ Schreiner Capital Management, Inc.: A leader and a visionary in the active management community, Roger has shared ideas and research with hundreds of other registered investment advisors to develop and refine the investment strategies of Schreiner Capital Management. Today, Schreiner Capital Management offers Financial Advisory Services to a wide range of investors with various risk tolerances and return objectives. Discover more about Schreiner Capital Management...
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