In early 2011, we acquired RDG Capital, LLC to further expand our RIA business serving ultra-and high-net-worth individuals, families, foundations, and endowments. Recognizing the need to expand our private investment platform, we acquired Teton Strategic Investments, Inc. to offer selective private equity and alternative investment strategies. In 2018, with $4.471 billion under management, we joined HighTower, one of the nation’s largest Registered Investment Advisors, and rebranded our practice as HighTower Texas. This strategic partnership allows us to leverage HighTower’s sophisticated resources to enhance our service offering for both our current and future clients.
Over our 24-year history our singular goal has been to provide long-standing clients with a holistic, Houston-based, independent-minded wealth advisory and fiduciary solution. We look forward to carrying on that tradition as HighTower Texas.
1 As of April 30, 2018