Become a Client

The first step to becoming a managed account client is personal contact. Please call Ron Beasley at  713-572-2800. The next step will be completion of our questionnaire, which will be sent to you after our initial discussion. Your responses will be used to evaluate your investment goals, risk preferences, and present financial situation, and to determine if a managed account is appropriate for you. All information will be kept in complete confidence.

I will review your responses and contact you for an in depth review. There is no charge or obligation.