ABOUT US

Houston Asset Management was founded by Don Ward and David Lampe in June 1980 to offer independent comprehensive financial planning services and programs to individuals and institutions.  Houston Asset Management is a wholly owned subsidiary of Investment Marketing Resources, Inc.  Our philosophy has remained unchanged since 1975.  Through its philosophy of becoming a working partner with its clients, Houston Asset Management becomes familiar with its clients' objectives and problems and this coupled with a thorough understanding of financial planning knowledge and techniques, we strive to provide a prompt and efficient solution of problems and achievement of clients' objectives. The experience level attained by the associates at Houston Asset Management averages over 24 years.

 

1800 West Loop South,
Suite 1980
Houston, Texas 77027-3210
Tel.    713.629.1534
Toll Free.    800.720.PLAN (7526)
Fax.    713.629.0705
Securities offered through SagePoint Financial, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of AL AR AZ CA CO CT FL GA IA ID IL IN KS KY LA MA MD MI MN MO MS NC NH NJ NM NV NY OH OK PA SC TX UT VA WA WI WV. No offers may be made or accepted from any resident outside the specific states referenced.

Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor.

A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or is excluded from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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