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Current company Americana Partners
Financial Services · 87 employees · Founded 2019 · Houston, Texas, United States
Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and club deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations. Americana Partners is a member of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, including research, institutional grade technology and analytical tools. The custodian for our clients’ assets is Schwab Advisor Services, whose objective role, along with those of several other key resource partners, gives our team the ability to serve as a true fiduciary. With offices in Dallas, Austin and Houston, Americana Partners is run by a team of experienced portfolio managers and investment advisors, with over 100 years of experience in wealth management.