News & Info

Firm Newsletter

In August, Chris Brown went to Guatemala with a team from Living Water International (  The team successfully drilled 170’ water well that is now providing clean drinking water to approximately 180 families. Richard Hollis attended a presentation by a Blackrock Senior Portfolio Manager on the current investment landscape and how to better diversify through the use of alternative investments.  Rich Welsh attended a Field Advisory Meeting with Assetmark in Carmel, California with advisors from across the country.
In September, Bob Frater, Chris Brown, Richard Hollis, Rich Welsh, Kristian Taylor, Gordon Frater, Becky Burns and Emily Kerne will be attending the SagePoint National Education Conference in San Antonio.
In October, Bob Frater, Chris Brown and Richard Hollis will be attending the Loring Ward National Education Conference in Colorado Springs. 
Save the Date: Houston Asset Management’s Annual Charity Golf Tournament is scheduled for Friday, November 6that WildCat Golf Club.  Call us for more details or how you can donate to the charitable foundation created to award scholarships to Houston-area high school seniors.
September anniversaries include Chris Brown, 12 years, Paula Garza, 11 years, and Connie Kutac, 40 years!  October anniversaries consist of Linda Ludwick, 6 years and Gordon Frater, 2 years.  Congratulations to all.
Houston Asset Management Charitable Foundation awards another $10,000 scholarship to a Bellaire High School graduate, Marina Finley. Marina will attend Princeton University in the fall where she expects to pursue a degree in economics at the Woodrow Wilson School of Public and International Affairs. For more info on Marina, please click here
This summer, we have the privilege of working with our past scholarship winners, Mari Medina and Michelle Roy. Both Mari and Michelle will complete their internship that was awarded with their scholarships. We hope they will gain useful skills and experiences at HAM. It has been a delight working with such great examples of the next generation. Both Mari and Michelle will graduate from Texas A&M University next spring with Supply Chain Management degrees. 
On May 22nd, Rich Welsh and members of the Houston Wing of the Commemorative Air Force, (CAF), hosted two field trips. Ninety-six fifth grade students, thirty teachers and chaperones from Katy ISD elementary schools gathered at the hanger based at West Houston Airport. Rich presented historical information on a WWII aircraft and, in particular, how an aircraft is controlled in flight. In June, Richard Hollis attended a presentation by two Invesco Mutual Fund Managers concerning dividend investing for appreciation, income and preservation over a full market cycle. 
HAM participated in its 3rd Annual community service project with Fort Bend Habitat for Humanity on June 5th. We volunteered clearing debris from a demolished home that previously occupied the lot in preparation for the next Build in Richmond, Texas. For pictures, please click here. 
Richard Hollis celebrates 20 years at HAM in July. August anniversaries include 16 years for Mary Silva and 5 years for Becky Burns. Congratulations to all.
Congratulations to Becky Burns for successfully passing the CFP® exam. Becky will begin transitioning from CSR to Paraplanner responsibilities. Because of this, we welcomed Lizette Saenz to our team in March. Lizette has 15 years of banking industry experience and is excited about her new role at HAM. She and her Fiancé enjoy spending time with his 6 year-old daughter. Lizette will take on the Client Services Representative duties for Bob Frater, CFP® clients and is studying for the Series 6 and 63 FINRA registration exams
We had 57 scholarship applicants this year. The scholarship committee will be meeting in May to choose the 7th Annual HAMCF Scholarship recipient. This $10,000 scholarship is awarded to a deserving high school senior pursuing a business related degree. Scholarship recipients of the past, Maricarmen Medina and Michelle Roy, will intern with us this summer. For more information on this scholarship, please visit our website: If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534. 
Houston Asset Management will be closed on Friday, June 5th for our third annual Habitat for Humanity community service project in the Fort Bend area.

Lastly, congratulations to Bob Frater on his 32nd anniversary with HAM. 
In January, Chris Brown, CFP® and Richard Hollis attended Loring Ward’s due diligence meeting in California where they met with Loring Ward’s CEO, members of the investment committee and other key personnel
In February, Rich Welsh, CFP®, Richard Hollis and Chris Brown, CFP®attended AssetMark Gold Forum in Laguna Beach, California. The program included presentations by managing directors, presidents, chief economists, and chief investment officers from investment firms invited by AssetMark.
In April, Bob Frater, CFP®will attend the Financial Planning Association’s Retreat in Atlanta. This is an annual gathering of CFP®practitioners in the nation to gain knowledge of new techniques, strategies and technology used in the Financial Planning Profession.
The Cost of Loving Index was a big success this February with many media outlets around the country interested in reporting that the price for popular Valentine’s Day gifts increased 3.14% this year. Our top local features were in the Houston Chronicle ( on February 10th and PBS NewsHour which aired February 14th
Houston Asset Management Charitable Foundation expects to award another scholarship this spring to a Houston area high school senior. The application window for the scholarship will close on March 31st. For more information on this scholarship please visit the "Scholarship Info" page on our website.  If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.
We would like to welcome LaToya Green who joined us in February as a Client Services Assistant. In addition to assisting our CSRs, LaToya will be our part-time receptionist. Congratulations to Houston Asset Management staff members celebrating anniversaries in April:

16-Years: Harry Montgomery and Michele Frnka.

4-Years: Bob Hampton, Rich Welsh, Jacque Turner, Evelin Valenzuela,

2-Years: Emily Kerne



To view past issues, please click on the month below.

January / February 2015
November / December 2014