What We Do
We provide comprehensive financial planning
services and investment management
programs to individuals, businesses, pensions and profit sharing plans, trusts and estates, and charitable organizations. Whether you are in the process of building your wealth, nearing retirement, living in retirement, or preparing wealth transfers, we can customize our services to incorporate your personal goals and financial objectives.
Houston Asset Management is an Investment Advisory firm registered with the Texas State Securities Board, Colorado Division of Securities, and Louisiana Commissioner of Securities. Houston Asset Management, Inc. is not affiliated with, but offers securities through SagePoint Financial, Inc., which is a member of the Financial Industry Regulatory Authority (FINRA
) and Securities Investor Protection Corporation (SIPC
). Houston Asset Management is a wholly owned subsidiary of Investment Marketing Resources, LP, which provides an extensive array of financial products and services to its clients. Fixed and traditional insurance is offered through Investment Marketing Resources, LP, not affiliated with SagePoint Financial, Inc.