News & Info

Firm Newsletter

 
 
In October, Richard Hollis attended an AXA sponsored presentation featuring former Fed Chairman Paul Volcker, who discussed his thoughts and views on the current global economy.
 
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: www.houstonassetmgmt.com/scholarship-info. If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.
 
Save the Date: Our next Client Appreciation Event will be Friday, May 13th, which will feature retired FBI Special Agent, Jeff Lanza, who will speak on the topic “Cyber Security – Intelligence to Protect You from Identity Theft and Cybercrime.” Jeff will focus on real life situations and arm you with ways to protect your information from identity theft. More details about this event will be provided soon.
 
Congratulations to Houston Asset Management staff members celebrating anniversaries in February: Karen Lampe – 9 Years, Shannon Ruiz – 7 Years and LaToya Green – 1 year.
 
Our office will be closed for Martin Luther King Day, Monday January 18th.
 

 
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 (www.water.cc).  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.