Scott And Associates Of Texas, Inc.

Overview

Scott And Associates Of Texas, Inc. is a small, owner-run independent registered investment adviser serving individual and family clients. The firm centers its advisory work on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are flexible—clients may be billed as a percentage of assets under management, on an hourly basis, via fixed fees, or under other customized billing structures. Investment activity is equity-focused. The firm shows a clear preference for exchange-traded equities as the primary building block for client portfolios and implements advisory relationships in both discretionary and non-discretionary formats. Scott And Associates Of Texas, Inc. does not identify as an active ESG investor and is not positioned as a multi-state pension consultant or capital allocator.

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