We are independent, fee-based, registered investment advisors and money managers, specializing in managing US stock portfolios for individual investors.

We have an impressive long-term record of stock market performance. We were twice Winners and five times Runners-Up in the US Investing Championships in the 1980s and 1990s, whose results were monitored and profiled in Barron's. We have complete and direct access to conduct research using the extensive investment analysis database at our affiliated web site at InvestmentWizard.com.

We welcome the opportunity to manage an investment portfolio for you. To discuss your specific investment objectives, call 281-646-0532, email us at dlm@investa.com, or fill in the enquiry form on the Contact Us page.

Please visit our sister site, Investment Wizard for the latest stock market opinion and analysis.