Find Best Fiduciary Wealth Managers in San Antonio, TX
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Top 10 San Antonio Investment Portfolio Management Companies

#1

Premier Casa is a full service international real estate company. We strive to provide the highest standards of quality, integrity and transparency in all transactions related to property sales, management and advisory services.

Premier Casa's reputation for uncompromising real estate professionalism and integrity in everything we do is earned day to day by serving our clients and earning their trust.

Implementing effective management concepts from the US we have built an international full service property and asset management company designed to make owning offshore real estate investments hassle free, while adding value and maximizing returns on well-located quality real estate investments.

Some highlights of the services we provide through our experienced multilingual staff:

1) Online marketing and booking
2) Utilities and administration fees payments
3) Monthly owner statement with complete and organized accounting
4) Maintenance and cleaning services

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#2

Branson, Fowlkes & Company, Inc., (“BFCO”) was founded in 1990. BFCO is an SEC Registered Investment Advisor and provides personalized investment advisory services to affluent, high net worth, and ultra-high net worth individuals and families.

In many cases BFCO also provides services to pension and profit-sharing plans, trusts, estates, charitable organizations and small to medium sized businesses. As of December 31st, 2020 BFCO, manages approximately $300,382,379 in assets for approximately 175 clients. Approximately $261,156,107 is managed on a discretionary basis, and $39,226,272 is managed on a non-discretionary basis.

Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, establishing risk volatility parameters, cash flow management, and tax planning.

This information is used to develop various investment strategies which include asset allocations and the selection and monitoring of securities (including open and closed end funds, mutual funds, and publicly traded stocks and bonds). BFCO has trademarked a multi-level approach to investment diversification called D3 The Power of Diversification™.

In addition to personalized investment advisory services BFCO may offer advisory services in other areas broadly referred to as Wealth Management or Financial Planning. Investment advice is an integral part of financial planning.

Other common areas included in Financial Planning include advising clients regarding cash flow, college planning, retirement planning, tax planning, insurance review, risk management, and estate planning.

Recommendations

Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold

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#3

Founded by Mike Riso, a professional asset manager with 15+ years of experience, Portfolio Managers, LLC is a one-stop-shop for commercial and residential real estate portfolio management in California, Texas, Florida, and Georgia.

We provide everything from full-service asset management to consulting and real estate transaction coordination transforming commercial and residential properties into well-oiled machines that deliver ambitious revenues and world-class tenant experiences.

Proven ability to build process innovations and creative promotional strategies that inspire trepidation and imitation in competitors.

Combines insatiable entrepreneurial drive and cool-headed, hyper-productive efficiency with a passion for serving others and empowering exceptional performance in team members.

Thrives in high-pressure settings that demand both meticulous planning and rapid creative problem-solving.

Recommendations

Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold

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