Locations | Check us out on BrokerCheck
  • 1001 Scurry Street
    Big Spring, TX 79720
    (432) 264-0008
  • 310 Main Street
    Canadian, TX 79014
    (806) 323-5338
  • 601 Main Street
    Lubbock, TX 79401
    (806) 744-2689
  • 3194 Executive Dr.
    San Angelo, TX 76904
    (325) 944-2536

How often are clients updated on their portfolios?

Performance Reports are sent out quarterly. Review appointments are required no less frequently than annually, and you may initiate an appointment at anytime.