Investment management in Texas
Wealth Solutions provides active portfolio management for Texas investors, combining customized solutions, disciplined risk management, and fiduciary advice tailored to your goals. From Austin to The Woodlands and across Houston, Dallas, San Antonio, and Corpus Christi, your portfolio is built for clarity, income needs, and long-term growth.
Active oversight, clear decisions
Our investment philosophy
We design diversified portfolios around your objectives, then manage them continuously as markets change. Our approach favors thoughtful allocation, tactical adjustments when conditions shift, and open reporting so you always understand why we act. For a deeper dive into our methodology, see Investment Philosophy & Process.
Proprietary access with disciplined oversight
Proprietary Funds & Performance
A standout feature of our firm is the exclusive investment opportunities we offer. Wealth Solutions manages several proprietary funds – private investment funds that are available only to our clients. These funds enable us to implement specialized strategies in-house, from agile stock selection to alternative asset exposure, all under Richard Blair’s expert oversight. What does this mean for you? It means you get access to unique growth opportunities beyond the typical mutual funds and ETFs that every advisor uses. And the results have been remarkable: our flagship proprietary fund has delivered +36% returns so far this year and an impressive +450% total return over the last four years. These numbers reflect real performance that has handily outpaced standard benchmarks in the same period. By participating in our client-only funds, you’re investing alongside the very strategies that Richard has designed for maximum performance. (Of course, past performance isn’t a guarantee of future outcomes – but our track record demonstrates the level of care and skill we bring to managing your money.) This is something you won’t get at a typical asset management firm, and it’s a key reason our clients choose Wealth Solutions for investment management in Texas.
Steady outcomes through disciplined defense
Risk Management Strategy
Protecting your wealth is just as important as growing it. Our risk management strategy is woven into everything we do with your portfolio. We start by building a well-diversified mix of asset classes – including stocks, bonds, and even alternative assets – so that your investments aren’t overly reliant on any single market sector. We then employ tools like rebalancing, hedging techniques, and tactical shifts in allocation to respond to changing market conditions. If storm clouds are on the horizon (for example, signs of a recession or financial crisis), we won’t hesitate to adjust your portfolio to a more defensive posture. Conversely, when opportunities arise (say, a market dip that presents bargain prices on quality investments), we can strategically increase exposure to capture upside. Our goal is to smooth out the ride for your retirement portfolio: minimizing the impact of downturns and volatility while still participating in growth during good times. In short, we take risk management seriously so that you can stay on track even when markets get choppy. You’ve worked hard to build your nest egg – we work hard to help you preserve it.
What to Expect as a Client
When you entrust your investments to Wealth Solutions, you’re entering a true partnership. Here’s what you can expect from our investment management services:
Personalized Portfolio Design
We begin with an in-depth discussion of your goals (e.g. “How much income do I need in retirement?”), time horizon, and comfort with risk. Using this information, Richard Blair personally designs a custom portfolio strategy for you. No two clients have the same mix – your plan is as unique as you are.
Onboarding & Integration
We help you consolidate and organize your financial picture. New clients receive access to our secure client portal powered by Blueleaf, where you can view all your accounts in one place and track your portfolio performance in real time. We’ll assist with any account transfers and make the setup process as seamless as possible.
Ongoing Active Management
Once your portfolio is implemented, we continuously monitor it. Richard watches the markets daily and reviews client portfolios regularly. We rebalance your allocations as needed to maintain your target strategy and will make changes whenever necessary to keep you aligned with your objectives (for instance, raising cash or adding protective investments if the market outlook warrants caution).
Regular Reporting & Reviews
Transparency is key. You’ll receive quarterly performance reports and have access to up-to-date account information through your online dashboard. More importantly, we schedule reviews with you at least twice a year (and more often if you prefer). During these meetings – which can be over the phone or Zoom – we’ll go over your portfolio’s results, discuss any life changes or new goals on your horizon, and make sure your plan is still on the right track. We encourage questions and will happily educate you on what’s happening with your money.
Responsive Service
Need to discuss something in between scheduled reviews? Just reach out. We pride ourselves on being highly responsive. Whether you’re worried about a market event or considering a major purchase, you can call or email us anytime. You’ll get prompt, thoughtful guidance directly from the advisor who knows your situation best. That’s the advantage of our concierge approach – you’re never just a number to us.
Purpose built, not plug and play
Why Wealth Solutions
Wealth Solutions delivers dedicated management, tailored strategies, and clear accountability so your plan fits your goals and evolves with the market.
Active in-house management
Agile decisions with daily oversight
Richard Blair manages portfolios directly, making timely allocation shifts and rebalancing as conditions change. Your strategy is monitored, measured against clear benchmarks, and adjusted with intent.
Independent fiduciary choice
Open architecture, no quotas
As an independent RIA, we select the right mix of investments without product pressure. Recommendations reflect your interests first, with transparent fees and straight talk.
Boutique client focus
Fewer relationships, deeper attention
We limit the number of clients we serve, which keeps reviews timely and communication responsive. You work with the same advisor who knows your situation and coordinates each step.
Frequently Asked Investment Questions
Clear answers to common client questions
What types of investments do you use?
We build portfolios using a range of asset classes. Primarily, we invest in individual stocks and bonds, exchange-traded funds (ETFs), and occasionally alternative assets when appropriate. We also utilize our proprietary funds to give clients access to specialized strategies beyond standard investments. The specific holdings in your portfolio will depend on your needs – for example, a mix of dividend-paying stocks and municipal bonds for income, growth-oriented equities for long-term appreciation, and maybe some inflation-protected instruments for security. The key is that each portfolio is globally diversified and tailored to balance growth and risk for your particular situation.
How is your performance measured?
We measure our performance by comparing the results of our strategies and client portfolios against relevant market benchmarks, and most importantly by tracking progress toward your personal goals. For example, we’ll evaluate how an equity-focused portfolio has performed versus the S&P 500, or how a balanced portfolio compares to a standard 60/40 stock-bond index. We emphasize risk-adjusted returns: it’s not just about beating the market, but investing in a way that doesn’t take on undue risk relative to your needs. In our regular reviews, we’ll show you exactly how your investments are doing, discuss any underperformance or outperformance candidly, and ensure you understand the big picture. Transparency is paramount; you’ll always know where you stand.
Do you adjust portfolios during market changes?
Absolutely. Active management is a cornerstone of our philosophy. If the market environment changes – whether due to economic shifts, geopolitical events, or new opportunities – we will adjust your portfolio accordingly. For instance, if interest rates are rising rapidly, we might reduce exposure to certain rate-sensitive assets or add inflation hedges. If stocks are becoming overvalued and volatile, we might reallocate a portion of your portfolio to more stable investments or increase cash temporarily. Conversely, if the market experiences a downturn and quality investments go on sale, we may see that as an opportunity to buy at a discount. The goal of these adjustments is to protect your portfolio on the downside and position it to benefit on the upside. We keep a close eye on conditions so that you don’t have to, and we make changes with discipline – always aligned with your long-term strategy and comfort with risk. You’ll be informed about major moves we make, and we’ll discuss the rationale with you during reviews or timely updates. In short, we’re not passive bystanders; we’re proactively managing your wealth through all types of markets.
Is there a minimum investment to work with you?
Typically, we work with clients who have around $500,000 or more in investable assets. This minimum ensures we can properly diversify your portfolio and include you in our proprietary strategies effectively. However, we understand everyone’s situation is unique. If you’re close to that range or in the process of building your assets, we’re happy to have an initial conversation. Our priority is working with people who are serious about their retirement goals and who can benefit from our style of wealth management. We’d rather focus on a limited number of client families and give them outstanding service than take on too many and dilute the experience. So, while we do have a typical minimum, we encourage you to reach out and discuss your circumstances – we’ll let you know if we’re a good fit, or if there are other options to consider.