As a fiduciary asset manager, we have you and your family’s best interest at the forefront of every investment decision we make.
Refine Financial Objectives We’ll work with you to identify liquidity needs, risk tolerance, return expectations, time horizon, and tax considerations.
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.
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.
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