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Investment

Successful investment is simple enough in theory: maximizing return while minimizing risk … However, at STA Wealth Management we know that in practice it’s much more complicated—and that’s why we’ve assembled people and processes that put decades of proven experience at your disposal, to build and manage a portfolio that’s uniquely your own.

Our investment approach at STA Wealth Management is driven by our overarching goal to enhance your total portfolio performance while controlling risk across all market cycles. To accomplish this, we adhere to a strong set of fundamentals consistent with our conservative, disciplined, different investment philosophy:
  • A focus on after-tax, total portfolio returns
  • Global diversification and balance across multiple asset classes
  • Disciplined strategies emphasizing the long-term
  • An active, accountable management approach
When you trust STA Wealth Management with your investments, you benefit from our strengths
As financial complexity continues to increase, it’s more essential than ever that investment portfolios are developed and actively managed by expert professionals with the skill and experience to navigate constantly evolving challenges and opportunities.

As financial complexity continues to increase, it’s more essential than ever that investment portfolios are developed and actively managed by expert professionals with the skill and experience to navigate constantly evolving challenges and opportunities.

  • The investment process
  • Asset selection
  • Matching objectives
  • Asset allocation
  • Balancing risk to performance
  • Volatility
  • Buying and selling decisions
  • Liquidity
  • Capital appreciation vs. income
  • Domestic vs. international investments
  • Growth vs. value
  • Taxation

Contact STA

Thank you for your interest in STA Wealth Management,

and for exploring our website. Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please reach out to us using the information below, or by completing the online form, and we’ll be in touch as quickly as possible!

Phone:

281.822.8800 (Houston area)

Email

info@stawealth.com

Houston Headquarters

800 Town & Country Boulevard, Suite 410
Houston, TX 77024

For directions to our offices, click here.