News & Info

Firm Newsletter

 
The Houston Asset Management staff and families attended the Sugar Land Skeeters baseball game and fireworks show on Friday, August 15.  Although the Skeeters lost the game, it was a big winner for HAM .
 
In September, Bob Frater, Chris Brown, Richard Hollis, Rich Welsh, Bob Hampton, Kristian Taylor, Connie Kutac, Becky Burns, Shannon Ruiz, Blake Kelting and Gordon Frater will attend the SagePoint National Education Conference in Nashville, TN.  During this week-long event, they will hear from several prominent keynote speakers including former US Secretary of State, Condoleezza Rice and Pulitzer Prize Winning author David McCullough.  In addition, each day will be followed be presentations covering topics from new technologies to the global economic environment and current demographic trends.
 
We will be hosting a Long Term Care Workshop on Thursday, October 9th at three different times: 9:30 AM, 2 PM and 6 PM.  If you are interested in learning more about your long term care options, please call your advisor to sign up or to get more information. 

Save the Date: Houston Asset Management's Annual Charity Golf Tournament is scheduled for Friday, November 7th at 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.
 
Celebrating anniversaries at Houston Asset Management in September are Connie Kutac39-years, Chris Brown 11-years, and Paula Garza 10-years.  October anniversaries include 5-years for Linda Ludwick and Gordon Frater is celebrating his 1st.  Congratulations to all.
 
 
 July / August 2014  

Houston Asset Management awarded our 6th Annual Scholarship in May. The recipient is Dylan Mowrey. Among his many accomplishments, he was Valedictorian of Mayde Creek High School in Katy, TX. He will be attending the University of Texas at Austin McCombs School of Business. Our third scholarship winner, Maryanna “Mariel” Braun is now interning with us for the summer. It is a delight for all of us at HAM to have the privilege of working with such great examples of the next generation.
 
In April, Chris Brown attended a peer to peer practice management discussion in Sana Barbara, CA. During the meeting, advisors from across the country shared processes they have implemented to enhance client services.
 
Bob Frater, Rich Welsh and Chris Brown attended the SagePoint Leaders Summit in May which was held in Carlsbad, CA. During the conference, they received firm and industry updates and collaborated with peers.
 
On May 21st, Rich Welsh and seven members of the Houston Wing of the Commemorative Air Force, (CAF), hosted two field trips. Eighty fifth grade students and their teachers from Katy ISD elementary schools gathered at the hanger based at West Houston Airport. Airpower during WWII was discussed along with hands-on presentation with aircraft of that era that are on display. There were great questions from the students as well as teachers.
 
In July, Chris will be attending a meeting at JPMorgan headquarters in New York, NY. At this meeting, Chris will meet with JPMorgan’s economists, global strategists and fund managers.
 
Celebrating anniversaries in July at HAM are 19 years for Richard Hollis and 1 year for Blake Kelting. August anniversaries include 15 years for Mary Silva and 4 years for Becky Burns. Congratulations to all.
 
 
In March, Richard Hollis and Chris Brown attended the Dimensional Fund Advisors two-day seminar in Austin. Dimensional was founded on work by Eugene Fama, winner of the most recent Nobel Prize for Economics.
 
Chris Brown and Blake Kelting participated in the Texas A&M Financial Planning Program event held in March. HAM was a Gold Sponsor for the networking dinner in which students had the opportunity to interact with alumni in the industry. On the following day, Chris and Blake joined in discussions with professors and university faculty to assist in providing direction for the new Financial Planning program.
 
Richard Hollis, Rich Welsh and Chris Brown attended a meeting in April at the Federal Reserve Bank. During the meeting, they heard from a global market strategist who holds dual citizenship (US and Russia). She provided personal insight into the ongoing negotiations concerning Ukraine.
 
Bob Frater will be going to the Loring Ward National Education Conference in Monterey, California in June.
 
We had 33 scholarship applicants this year. The scholarship committee will be meeting in May to choose the 6th Annual HAMCF Scholarship recipient. Our third scholarship winner, Maryanna Braun, will intern with us this summer.
 
Lastly, congratulations to Michelle ‘Shelly’ Hilliard on her 2nd anniversary, and Bob Frater on his 31st anniversary with HAM.
 
 
 
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