Many of today’s retirees will live 20 years or more in retirement – requiring far more financial resources to maintain a comfortable lifestyle
Today's investors need their money managed professionally with an eye toward risk management.
The various investment management approaches we offer at Texas IRA are intended to help our clients mitigate risk while offering the potential for competitive returns. Our goal is to address the various concerns and needs of our clients and to develop an appropriate portfolio with the objective of reducing risk and volatility. We pursue this objective by constantly monitoring market and economic trends and adapting to changing conditions; the strategies we utilize seek to help moderate the impact of market fluctuations on our clients' portfolios. These methodical strategies address the specific financial goals of each client and are manually assessed on a case-by-case basis. We carefully and thoroughly customize a unique financial experience for each individual client. Of course, no investment strategy involving securities can assure success or protect against loss.
Mark Durham with Former Vice President, Al Gore, and his wife Sherri
Our firm recognizes that investor behavior is a significant driver of market outcomes and investor returns; accordingly, our investment recommendations may be somewhat influenced by behavioral finance theory. We do not use a one size fits all approach. Our team prefers to work with clients who value meticulous research and personalized attention. It is our belief that each and every account under our management deserves to be nurtured and treated with the utmost care.
