Texas First Investment Management Company

Overview

Texas First Investment Management Company operates as a small, fee‑based advisory practice focused on portfolio management for individuals and small businesses. The firm’s filings indicate a clear tilt toward exchange‑traded equities as the core building block of client portfolios, with equity exposure taking the primary role in asset allocation. The business model is percentage‑of‑AUM fee billing and the adviser does not present itself as an ESG or pension consultant, nor as a multi‑state adviser. The firm appears to run a streamlined investment approach: concentrated use of listed equities and ETFs for liquid equity exposure, supplemented with mutual funds where needed for broader diversification or tactical sleeve construction. Given the tiny scale of reported AUM, the investment program is likely oriented toward straightforward, low‑complexity solutions rather than layered alternatives or bespoke private-market strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices