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Houston Trust Co.
Distance: 22.5 Mi1001 Fannin St Ste 700
77002 Houston -
Shepherd Smith Edwards & Kantas, LLP
Distance: 22.6 Mi1010 Lamar St Ste 900
77002-6354 Houston -
J.A. Compton and Company
Distance: 22.8 Mi1201 Louisiana St Ste 1035
77002 Houston -
WEDGE Group Incorporated
Distance: 22.9 Mi1415 Louisiana St Ste 3000
77002 Houston -
McFall Martinez Sherwood Breitbeil & Sullivan PC
Distance: 22.9 Mi4800 ChevronTexaco Plaza 1111 Bagby Street
77002 Houston
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Description
We cater primarily to the needs of retirees, those nearing retirement, and other investors with similar investment goals. For over 30 years, TXCM has specialized in designing, monitoring and implementing IRA Rollover portfolios.
In these unpredictable markets, investors are looking for ways to provide a better risk-adjusted return, as well as looking for investment alternatives that have the potential to provide a better long-term result than traditional buy and hold portfolios.
In addition, we provide personal attention, an open door policy, internet account access, monthly account reporting, quarterly account summaries, periodic account review, a quarterly newsletter, TXCM Special Report e-mails, TXCM Quick Note e-mails, and other periodic investment related updates.