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You’re Probably Wondering...

What is going to change for me?

It is business as usual for now, we will keep you informed of recommendations and any actions needed as we move forward. We will work to make this process as seamless as possible for you. Please contact your advisory team directly with any concerns you have.

Who will be my advisor?

Will there be any changes?

You will maintain your relationship with your current advisory team. The team you know and have been working with will remain providing you with the trusted, personalized service you have come to expect.

Who will be my client service team?

Will there be any changes?

Your advisor and client service team will remain your primary point of contact to assist any needs you may have in a friendly, professional manner.

Do I have to sign new paperwork?

Unfortunately, yes, we will have a few new documents that you will need to review and sign. However, your advisor and client service team will work to make this as seamless as possible for you.

Will there be any change to my investment management?

Your advisory team will continue managing your accounts based on strategies discussed by you and your stated investment goals and objectives. Your advisory team can provide additional detail regarding the exact strategies and investments being used.

Will there be any changes to how I access my accounts or receive information?

For the time being, you will continue to use the same systems, usernames and passwords as you do today.

How long will this integration take?

We are continuing to work through a full integration - we expect this to take between 12 and 18 months.

Where will your offices be located?

The firm will be headquartered in Houston, Texas and will have offices in Austin, Dallas, Georgetown, TX and New York, New York.

How will I contact you?

For the time being, all phone numbers and email addresses will remain the same. We will likely be transitioning email addresses over time; we will work to make it as seamless as possible for you.

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