Our Partnership

As a fiduciary asset manager, we have you and your family’s best interest at the forefront of every investment decision we make.

 

Our Process

Discovery –

Refine Financial Objectives
We’ll work with you to identify liquidity needs, risk tolerance, return expectations, time horizon, and tax considerations.

Strategy –

Develop Asset Allocation
Asset allocation is the major contributor to the variability of portfolio returns. We’ll monitor actual performance vs. expected performance and rebalance assets when necessary.

Evaluate –

Monitor and Adjust
Our team will review your investment goals and respond with portfolio adjustments as your needs change. We’ll also meet with you regularly to review your portfolio.

 

Mineral Rights 

  • Lease offer evaluation and negotiation
  • Division order analysis and review for completeness and accuracy
  • Oil and gas accounting for revenue and expenses
  • Contract review of operating agreements, gas marketing and balancing, prospect and drilling agreements
  • Ad valorem and income tax administration and reporting
  • Maintain property files and related records

 

Real Estate Management

  • Regular monitoring and evaluation
  • Rental and lease negotiations
  • Rental and lease income collections
  • Purchase and sale negotiations
  • Payment of property taxes and insurance premiums

 

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Not insured by the FDIC. Not a deposit or other obligation of, or guaranteed by, the bank. Subject to investment risks, Inc.