Disclosures
Please take the time to review the official firm documents below. These help explain our privacy practices, fiduciary obligations, and how we serve clients under Texas law.
Read how we collect, use, and safeguard your personal information in accordance with SEC Regulation S-P.
Understand the terms governing use of this website, including limitations of liability and intellectual property provisions.
These brochures provide an overview of our services, fees, investment strategies, and advisor background.
This summary outlines key details about our relationship with clients, services, fees, and conflicts of interest.
Learn how we use encryption, access controls, and due diligence to protect client information.
Learn more about our customer relationship summary