Skip to main content

Texas Investment & Retirement Associates

 (817) 681-8609

Texas Investment & Retirement Associates

  • Home
  • About Us
    • Our Company
    • Our Team
    • Gallery
    • About LPL Financial
  • Our Approach
    • Proactive Asset Management
    • Serving Investors
    • Code of Ethics
    • Mission Statement
  • Services
  • Resources
  • Contact

Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Learn about what we do and our approach to help you save fast.

 

Previous

 

Next

Home

What We Do

Wealth Management

Texas IRA provides specialized, tailored investment management services that go beyond simply providing advice or offering financial products. As wealth managers, we utilize diverse financial disciplines and leverage a wide range of investment strategies and services designed to address the unique financial goals and needs of our clients. We work to develop a comprehensive game plan that takes into consideration the whole financial picture, including complex investment portfolios that require seasoned professionals

Process

We take the time to understand the unique needs of each client and then implement an individualized strategy. Ongoing monitoring, personalized service, periodic reviews, and when necessary, rebalancing of investments are key ingredients to our approach. When appropriate, Modern Portfolio Theory, which advocates proper asset allocation and diversification, is utilized

Philosophy

Texas IRA seeks to promote the values of honesty, competency, transparency, and dedication. We understand the value of personal relationships and realize that everyone has unique needs and circumstances; we make every effort to serve our clients ethically, enthusiastically, and with total professional commitment

 

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   6060 North Central Expressway, Suite 500, Dallas, Texas 75206
  •    (817) 681-8609
  • mark.durham@lpl.com 

Contact us

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, TN, TX, VA, WA, WV

© 2022 Texas IRA. All rights reserved.

Website Design For Financial Services Professionals