News & Info

Firm Newsletter

At Wings Over Houston Airshow, Rich Welsh had the opportunity to meet Lt. Dick Cole, one of the last two surviving crew members involved in the Doolittle Raid on Tokyo four months after the Pearl Harbor attack. Lt. Dick Cole was Col. Doolittle’s co-pilot and has recently celebrated his 100th birthday this past September 7th.
Our advisors and staff would like to extend a sincere “Thank You” to all participants in our annual Houston Asset Management Charitable Golf Tournament on Friday, November 6th and to all who contributed donations to the foundation. This spring, we hope to fund another $10,000 scholarship and possibly a runner up scholarship to deserving high school seniors pursuing a degree in business. It’s still not too late to contribute to this spring’s scholarship awards. If you believe in this concept please contact us on how you can donate to the 501(c)(3) Trust, Houston Asset Management Charitable Foundation.
Congratulations to Kristian Taylor who celebrates her 14th anniversary with HAM.
To all of our Veterans, Thank you for serving our country and protecting our freedoms. Happy Veteran’s Day!
Our offices will be closed for the following holidays: 
  • Thanksgiving: November 26th – 27th 
  • Christmas: December 25th 
  • New Years: January 1st
We will close early at noon on December 18th, December 24th and December 31st. We wish you and your family a wonderful and safe Holiday Season.
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.