If you're looking for an investment firm to provide disciplined investing strategies, market perspective, and help you manage volatility as you prepare for retirement you have come to the right place.
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We provide a customized approach to investment management and financial planning that always puts you first. This process starts with a comprehensive assessment of your personal situation. We use this information to build a strategy that considers all factors including those outside of your portfolio as well.
We take time to understand your personal goals and needs and build a custom portfolio to help you pursue your goals.
We have no "pre-packaged products". We thoroughly review your financial situation in order to make the best recommendations for you.
Far too often we see clients who were sold annuities that don't meet their financial goals. We will review your annuity contract in detail to help you determine whether its right for you.
Portfolio Management is far more than just buying stocks and hoping for the best. We combine a “Top-down” investment approach with personalized planning to build a portfolio customized for your long-term financial goals. Our proven approach has attracted investors from across the nation. Discover how we can build portfolios tailored to each client’s situation and financial goals and learn how we can do the same for you.
We actively personalize your portfolio to tap into investment opportunities around the world.
The Principals that guide our investment decisions. Rooted in the belief that we buy stocks in companies that exhibit potential for continued growth.
We broadly search macroeconomic factors such as the performance of the national economy, or entire sectors to guide our investment choices.
There is no "one size fits all" approach with portfolio construction. Discover how we build portfolios for each clients situation and financial goals.
You tell us your financial goals and unique situation.
We do a detailed analysis of your portfolio, and review our recommendations with you.
We skillfully implement our strategy to work in your account.
You and your advisor regularly discuss your portfolio and your ongoing needs.
LPL Branch Manager
Branch Operations Manager/ LPL Financial Advisor
LPL Financial Advisor
Financial Planning Intern
We take a long term view towards performance measurement. A majority of our investors are looking for their assets to last through retirement years, while generating income.
Fees are a crucial consideration for all investors. We charge a simple fee based on the size of your portfolio. Our fee structure is simple and straight forward. We always clearly explain every aspect of how are fees work.
If you would like to see whether Ty Hendrix Investment Management is a good fit for you, contact us today. Our qualified professionals can provide you a complimentary portfolio analysis, including a breakdown of the fees you're currently paying. If you decide to become a client we have a team of experts who will help make the transition as smooth and seamless as possible. Once you become a client you'll have a dedicated investment advisor who will help guide you, as well as serve as a long term resource for information and support.