About Us
Your Financial Home for Every Season of Life
Our goal is to provide each AHC client with a true financial home where superior services and tailored investment strategies are faithfully delivered on their behalf.
Who We Are
For 30 years, AHC has provided customized investment management and financial counseling services to both individuals and organizations—
including business owners, professionals, retirees, families, those experiencing marital status changes, and executives from the legal, medical, and energy industries.
We are an independent Houston-based, Principal-owned, and SEC-registered investment advisory firm. Our experienced and talented team includes two CFAs, one CIMA, and three MBAs.
We prioritize personalized service. That’s why each AHC investment portfolio is not only customized, but also personally managed by a firm Principal.
We’re a boutique firm with industry-leader experience and large firm capabilities.
We work diligently to provide you with a true financial home by consistently delivering superior service and customized investment strategies.
AHC has consistently been named one of Houston Business Journal’s ‘Top Money Managers,’ with over $1B in assets.
As a registered investment advisor and fiduciary for our clients, we are held to the highest standards to act solely in our clients’ best interests.
We do not sell products or receive commissions, eliminating any potential or perceived conflict of interest. Instead, we have a transparent fee-only billing structure.
In helping to build and preserve your legacy, we look beyond the numbers.
We look at life.
We do not sell products or receive commissions, eliminating any potential or perceived conflict of interest. Instead, we have a transparent fee-only billing structure.
In helping to build and preserve your legacy, we look beyond the numbers.
We look at life.
We are an independent Houston-based, Principal-owned, and SEC-registered investment advisory firm.
Our experienced and talented team includes two CFAs, one CIMA, and three MBAs.
Our experienced and talented team includes two CFAs, one CIMA, and three MBAs.
We prioritize personalized service. That’s why each AHC investment portfolio is not only customized, but also personally managed by a firm Principal.
We’re a boutique firm with industry-leader experience and large firm capabilities.
We work diligently to provide you with a true financial home by consistently delivering superior service and customized investment strategies.
AHC has consistently been named one of Houston Business Journal’s ‘Top Money Managers,’ with over $1B in assets.
As a registered investment advisor and fiduciary for our clients, we are held to the highest standards to act solely in our clients’ best interests.
We do not sell products or receive commissions, eliminating any potential or perceived conflict of interest. Instead, we have a transparent fee-only billing structure.
In helping to build and preserve your legacy, we look beyond the numbers.
We look at life.
We do not sell products or receive commissions, eliminating any potential or perceived conflict of interest. Instead, we have a transparent fee-only billing structure.
In helping to build and preserve your legacy, we look beyond the numbers.
We look at life.
What We Do