News & Info

Firm Newsletter

 
In April, Bob Frater, CFP® attended the FPA Advanced Planners Retreat in Phoenix, Arizona. Richard Hollis and Rich Welsh, CFP® attended the AssetMark Premier Consultants Meeting in Dallas in early May.
 
Retired FBI Special Agent, Jeff Lanza spoke at our Client Appreciation Event on Friday, May 13th. He discussed many ways you can protect yourself from Cyber Crime and Identity Theft. We know many of you could not attend, so click here for a copy of Jeff’s handout.
 
We had 63 scholarship applicants this year. The scholarship committee met in May and chose Justin Carlin of Stratford HS in Spring Branch ISD as the 8th Annual HAMCF Scholarship recipient. Justin will be attending Texas A&M University in the fall to pursue a BBA in Accounting and MBA in Financial Management. This $10,000 scholarship is awarded to a deserving high school senior pursuing a business related degree. For more information on this scholarship, please visit our website: www.houstonassetmgmt.com/news-info.If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534.
 
This summer, last year’s scholarship winner, Marina Finely, will intern at with us. We would also like to welcome Denise Johansen to our Team as our new receptionist. 
 
Lastly, congratulations to Bob Frater on his 33rd anniversary with HAM.
 
 
Richard Hollis attended multiple presentations in January and February, which included: Pimco’s Jerome Schneider, the 2015 U.S. Fixed Income Manager of the Year, and Christine Benz, Morningstar’s Director of Personal Finance, and by Deutsche Asset Management’s Thomas Hynes, portfolio manager for US Large Cap Equity.
 
In March, Chris Brown, Richard Hollis, Rich Welsh attended the annual AssetMark Investment Forum in Florida. The program included presentations by managing directors, presidents, chief economists, and chief investment officers from investment firms invited by AssetMark.
 
The Cost of Loving Index was a big success this February with many media outlets around the country interested in reporting that the price for popular Valentine’s Day gifts increased 0.59% this year. Our top local features were in the Houston Chronicle (chron.com) on February 13th.
 
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 March, Lizette Saenz will celebrate her 1st anniversary. In April, Happy 5th Anniversary to Bob Hampton, Rich Welsh, Jacque Turner and Evelin Valenzuela. Lastly, Happy 17th anniversary to Harry Montgomery.
 

 
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.