Client Resources
Investment Process
Begin with our firm overview, which describes the relationship we build with each family. The research and planning documents that follow show the discipline behind each investment decision we make on your behalf.
01
Firm OverviewStart Here
Private Wealth Management
Your wealth may span a business, investments, trusts, and several generations. This overview explains how we bring it together in one relationship, how we manage your money, and what your family can expect from us.
02
Methodology
Global Research and Company Evaluation
How we screen, score, rate, and rank companies against their peers, from SEC filings to the objective scorecard.
03
Equity Research
How to Read a Company Profile
A walk through the fourteen panels of our one-page company profile, and what each one tells you.
04
Sample Research
Sample Company Profile: Texas Pacific Land Corporation
An example of the research behind each holding in your portfolio, drawn from the company’s own SEC filings.
05
Planning
Tax-Aware Transition Analysis
A hypothetical example of how we transition an existing portfolio, thoughtfully weighing taxes, overlap, and risk.
06
Institutional Research
The Securities Exchange Study
An example of the depth of research our GRACE database brings to your portfolio: reviewing exchanges and data businesses from 2005 to 2026.
