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Investment Management in Houston, TX

Investment Management Services

Portfolios built by people who put their own money in them.

At many advisory firms, your portfolio is a model bought from someone else. At Brasada, it’s researched, built, and managed down the hall by CFA charterholders who put their own money in the same strategies you do.

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Meet Your Portfolio Managers
We invest alongside you
Our team commits its own capital to the same strategies we manage.
Why Does It Matter Who Manages Your Money?

Know exactly why you own what you own.

Many advisors are skilled at relationships but hand the actual investing to a third party. With that setup, you may not know:
  • Who is making decisions in your account
  • Why a holding was added
  • Whether anyone is watching when conditions change
If markets get rocky, the person across the table may not be able to explain what is happening in your own portfolio.

We built Brasada to close that gap. Our investment professionals follow the
markets daily, research individual companies, and our view of the economy
shows up in your portfolio, because the people forming that view are the same
people managing it.

Have a question?

Let's talk it through on a quick call.

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Our Approach

How Does Brasada Manage Investments?

We are students of the markets, and our approach reflects decades of institutional investing experience.

Independent research

We do our own work on companies and the economy rather than relying on bought research or model portfolios.

Proprietary strategies

We manage a range of stock and bond strategies spanning different levels of risk, from growth-oriented to conservative.

Alignment by design

Our team invests substantially in the same strategies as clients. We answer for our decisions with our own money too.

Built around you

Your strategy is matched to your goals, time horizon, and comfort with risk, then revisited regularly as life changes.

Long-term discipline

We invest in quality businesses with patience and manage positions with attention to taxes.

Who Is Investment Management For?

Our clients are generally long-term investors with $500,000 or more in investable assets: executives, professionals, retirees, and families who want their money managed with care and want to know the people doing it. If you have portfolios scattered across accounts, employer plans, and old 401(k)s, we can help bring order to all of it.

From Our Investment Team

Recent Insights on Markets and Investing

Quarterly commentary and research notes from the team that manages your portfolio.
View All Articles
  • Investment Research

Timing Isn’t Everything

By William Porter, CFP® · February 12, 2025
  • Investment Research

How Falling Interest Rates Impact the Asset Market

By Brasada Capital Management · September 12, 2024
  • Investment Research

Running with the Bull Market

By Mark McMeans, CFA · September 10, 2024
faq

Investment Management Questions, Answered

What does an investment management firm do?
An investment management firm researches, selects, and oversees the investments in your portfolio on your behalf. At Brasada, that work happens in-house: our CFA charterholders build the strategies, monitor the holdings, and adjust as markets and your life change.
In-house. We conduct our own research and manage our own proprietary strategies in stocks and bonds. We don’t outsource investment decisions to model providers, which means we can explain exactly what you own and why.
Our team invests substantially in the same strategies our clients are in. We believe the people managing your money should experience the same outcomes you do, in both good markets and difficult ones.
We generally work with clients who have $500,000 or more in investable assets, not including home equity. If you are close to that range, reach out anyway. The first conversation costs nothing.
Brasada is a fee-only firm. We earn no commissions and sell no products, so our recommendations are driven by your interests rather than ours. We are happy to walk through our fee structure in detail during an introductory meeting.
Let’s Begin

Know Who Is Managing Your Money

Sit down with the people who would be making the decisions in your portfolio. Ask them anything.
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