Exclusive proprietary investment funds and performance for Texas clients

Wealth Solutions offers exclusive proprietary investment funds available only to our clients, designed for growth with disciplined risk controls and a transparent performance record Texas investors can review in detail during a personal consultation.

Overview of Our Funds

Client-only access with institutional discipline

Wealth Solutions manages exclusive proprietary investment funds for clients in Austin, The Woodlands, Houston, Dallas, San Antonio, and Corpus Christi. These private strategies focus on growth and income using disciplined stock selection, tactical trading, and risk controls led by Richard Blair, RICP®. Because access is limited to clients, portfolios can adapt quickly without the constraints common to off-the-shelf products. For a broader view of how these strategies fit your accounts, explore our investment management approach and how our investment philosophy drives decisions.

High-rise building with many windows, set against a light blue sky.

Historical Performance Highlights

Measured results, reported transparently

Our flagship fund has delivered +36% year-to-date and +450% cumulative growth over four years, with prior-year results of +39%. Returns are calculated net of fees and reviewed against relevant benchmarks in client meetings. We share detailed fact sheets, highlight rolling periods, and discuss dispersion across strategies so you know exactly how results were achieved.



(Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.)

Investment Strategy Behind the Numbers

Process, not luck

Results reflect a deliberate process: focus on quality businesses with durable cash flows, dynamic asset allocation that responds to macro conditions, and strict risk controls that limit concentration and trim positions when price and fundamentals diverge. We complement equity exposure with selective fixed income and cash positioning to manage volatility. When conditions warrant, we adjust tactically rather than accept a one-size-fits-all model. Learn how this integrates with portfolio design in our risk management approach.

Our Retirement Planning Process

A step-by-step plan that aligns income, taxes, and timing so your retirement paychecks start on schedule and adapt as life changes.

Document with a person icon.

Discovery and goals

Define your retirement vision, expected expenses, and timeline.

Two hands shaking, with gear icon above them, symbolizing teamwork or collaboration.

Income needs analysis

Separate essential and lifestyle spending and plan with inflation through age 90 and beyond.

Icon of two people, one with a checkmark, likely indicating approved or verified users.

Sources of income

Social Security strategy, pensions, rental or business income, and portfolio withdrawals.

Two documents stacked together, with lines of text visible on the top document.

Strategy development

Address any income gap with portfolio design, drawdown planning, and options for 401(k) rollover when appropriate. We stress-test for volatility to reduce sequence risk.

Black speech bubble with lightning bolt and an arrow pointing back to itself.

Implementation

Reposition assets for income and resilience, set up your client portal, and organize transfers.

Black speech bubble with lightning bolt and rotating arrow.

Ongoing adjustment

Annual or semiannual reviews to update for RMDs, law changes, or life events

Blue illustration of a stylized classical column with three vertical shafts supporting tiered structures.

Why client-only funds matter

Access with aligned incentives

As a Wealth Solutions client, you gain access to an institutional-quality strategy. Reporting is fully integrated in your portal for real-time visibility. Your reviews include clear attribution so you can see how holdings contribute to overall results.

City skyline at sunset, golden and blue hues. Skyscrapers silhouetted against the sky.
Sailboats docked in a harbor on a sunny day with blue water and sky.
Blue illustration of a stylized classical column with three vertical shafts supporting tiered structures.

How performance is reported

Full visibility, plain-English reviews

Clients track holdings and returns through our Blueleaf portal and during scheduled reviews. We cover benchmarks, risk metrics, and any tactical shifts since the prior meeting. If you want to compare performance in more detail, we’ll provide additional schedules and context in a one-to-one session.

Question mark inside a decorative, scalloped circle.

Frequently Asked Questions

Answers about access and returns

  • Can anyone invest in these proprietary funds?

    No. These are available only to clients of Wealth Solutions, which lets us tailor strategies without external pressures.

  • What are the risks of your fund strategy?

    All investing carries risk. We aim to control volatility through diversification, position sizing, and the ability to raise cash or tilt defensive when conditions change.

  • How do your returns compare to the market?

    We share specific comparisons in a meeting so context and methodology are clear.

  • Are these funds audited or regulated?

    They operate under our RIA framework and established calculation methods. Performance figures are shown net of fees.

  • Can I see more detailed performance data?

    Yes. We provide detailed fact sheets and walk through results in plain language. To start that conversation, schedule a consultation.