Become a Client

The first step to becoming a managed acount client is personal contact. Please e-mail Ron Beasley at ron@rwbi.net or phone 713-572-2800. The next step will be completion of our questionnaire. Your responses will be used to evaluate your investment goals, risk preferences, and present financial situation. It may be submitted online or printed out and sent in by mail.

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