Sloan Wealth Management Employee Directory

Investment ManagementTexas, United States2-10 Employees

Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of service, expertise and integrity. We help individuals, trusts, foundations, corporate accounts and associations with a minimum of $5 million in investment assets navigate the complex maze of wealth management options.

We work with each of our clients to develop an in-depth assessment of their current financial position, investment goals and tolerance for risk. Using this assessment we design an asset allocation strategy to achieve a defined return on investment while managing risk exposure to the appropriate level. We employ a proprietary tactical model that incorporates the most sophisticated and up-to-date thinking on the subject of portfolio management. For more than 25 years, we have successfully used this highly individualized program of wealth management for our clients.

We invite you to learn more about our wealth management philosophy and practice in the pages that follow or through an introductory meeting with our team. At Sloan Wealth Management, we know you face a maze of financial choices and decisions. We look forward to helping you develop and implement the wealth management strategies that best suit your unique investment goals.

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