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From planning for the big moments in your personal life to helping your organization take the next financial step, our financial solutions are designed to give you peace of mind and get ready for tomorrow.
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Private Wealth
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Financial Wellness
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FINANCIAL SOLUTIONS
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Our funds are built on a foundation of proven investment strategies and decades of financial expertise.
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Our team of CFAs, CFP® professionals, and accredited advisors come together to support your financial goals wherever you call home.
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PLAN PARTICIPANTS
We’re proud to impact the financial lives of communities nationwide.
4.6B
ASSETS UNDER MANAGEMENT
For us, every cent matters because we treat our clients as members of our extended family.
FINANCIAL INSIGHTS
Read our Latest Articles
June Market Commentary
Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney (2018) It would be naïve to think that one month of rallying US stocks would mean that markets are...
May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of...
Solving Retention with Smart Retirement Strategy: How Andrews ISD Achieved 94% Participation
School districts across Texas continue to grapple with the growing challenge of retaining qualified educators and staff. For Andrews Independent School District (ISD), this wasn’t just a long-term...
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