Scott Winters
Chief Executive Officer
Dave O’Rourke
Chief Evangelist
Dr. William R. Nelson, Ph.D.
Chief Investment Officer
Gary Nemer, J.D.
Chief Financial Officer
Jennifer Winters
Chief Operating Officer
Direct your own Multi-Family Office. Satisfy your clients. Increase your revenue. Build enterprise value.
We believe that investors’ success results from risk alignment, tax efficiency, controlling costs, and diversification. Attempting to control factors that cannot be reliably predicted or controlled, such as market direction and volatility, interest rates, inflation, legislative actions, geopolitical events, and other economic events, can be expensive distractions that typically lead to investor failure. We refer to our investment methodology as Control the Controllables™.
Phone: 1-800-588-3893
Address: 2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734
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