Quarterly Investment Forum

Check out our most recent client event, our Quarterly Investment Forum from July, 2022.

We escaped the heat for a moment and broke bread at Perry's to connect with wonderful clients, family and friends. We also made sure to cover some of the recent market events with inflation, Fed Funds updated expectations, and other economic data.

During this event we partnered with two causes for the Collins Family and the families of Uvalde making donations to help these families near to us and across Texas.

Check out some of the picture below from the event!