Frank McReynolds Wozencraft

Beutel Goodman aims to deliver superior risk-adjusted portfolio performance to their clients over the long-term. They pursue this through the ownership of debt and equity positions in high-quality companies. The firm employs a fundamental bottom-up value investment philosophy, which is grounded in a highly disciplined proprietary research process, with a focus on capital preservation, absolute risk reduction and downside protection in declining markets.

Scott & Selber's equity selection process is based on fundamental research. The firm uses a variety of methods to select individual fixed income securities. These include the shape of the yield curve, Federal Reserve policy and credit ratings provided by various well-known rating agencies. The firm also uses a variety of methods to select individual fixed income securities.

Provides representation for professional athletes

Provides investment services

Functions as a College/University

Provides investment advisory and consulting services to entrepreneurs

Texan Capital Management invests with a focus on increasing portfolio value over a long-term time horizon, using stocks, bonds, MLPs, mutual funds, ETFs and options. The firm uses a combination of top-down, sector rotation analyses, combined with bottom-up fundamental research. They invest in mutual funds for emerging markets exposure and for diversification, especially in smaller accounts. Texan Capital invests cash reserves in money market funds. For clients with income needs, Texan Capital uses bonds, high yielding equities and MLPs, in addition to other publicly traded securities. Margin is used only when a client wants cash sooner than the firm can complete the sale of a security, or because of margin requirements for options. Texan Capital uses options for a few sophisticated clients. They do not use insurance, annuities, commodities, or futures for their clients.

Provides social and health services

Functions as a College/University