News & Info

Firm Newsletter

Happy New Year from Houston Asset Management! We are currently planning a jazzy client appreciation event for April. Please look out for more details to come.

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 is now open and will close on March 31st. 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.
Congratulations to Houston Asset Management staff members celebrating anniversaries in February: Karen Lampe – 11 Years, Shannon Ruiz – 9 Years and LaToya Green – 3 years.

November / December 2017
In October, Bob Frater, Bob Hampton, Richard Hollis, Kristian Taylor and Karen Sotallaro attended SagePoint’s National Educational Conference in Orlando, FL. Also in October, Chris Brown volunteered for Living Water International, a Non-Profit organization, to drill for sustainable water wells in Rwanda, Africa.
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 3rd and to all who contributed donations to the foundation. This spring, we hope to fund another $10,000 scholarship to deserving high school senior pursuing a degree in business. It’s still not too late to contribute to this spring’s scholarship award. 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 16th anniversary with HAM. 

To all of our Veterans, Thank you for serving our country and protecting our freedoms.  Hope you had a wonderful Veteran's Day!

Our offices will be closed for the following Holidays:
  • Thanksgiving: November 23rd - 24th
  • Christmas: December 25th - 26th
  • NewYears Day: January 1st

We wish you and your family a wonderful and safe Holiday Season.

To view past issues, please click on the month below.
November / December 2017
September / October 2017