News & Info

Firm Newsletter

 

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 7thand to all who contributed donations to the foundation. We had chilly weather to start and a great turnout. 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.

 

In November, Chris attended the Texas A&M Financial Planning Day. He heard several distinguished speakers including Dr. Thomas R. Saving, the Director of the Private Enterprise Research Center at Texas A&M University. Dr. Savings is a sought after Social Security and Medicare speaker. He served as a Public Trustee of the Social Security and Medicare Trust Funds from 2000-2007. In addition, he served on President Bush’s bipartisan Commission to Strengthen Social Security.

 

Chris gave a talk on financial planning career opportunities to the Texas A&M Financial Planning Student Organization in December.

 

This January, Bob Frater is participating in a due diligence trip to Dividend Capital’s headquarters in Colorado to gain more knowledge about its operations and products.

 

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

November / December 2014
September / October 2014