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Houston, Texas 77002
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ENERGY RESEARCH || ENERGY FINANCIAL EXPERTISE || GLOBAL ADVISORY FIRM
Involves buying and selling assets to manage an investment portfolio
Involves identifying a client's goals and developing a plan to achieve them
Involves developing strategies for retirement
Involves providing tax guidance
Involves providing estate planning services
Involves providing advisory services, M&A support, and capital raising
Involves helping organizations understand and confront risk
Involves providing comprehensive investment management, financial advice, tax guidance, estate planning, and sometimes legal assistance
Involves choosing securities for an investment portfolio, such as stocks, bonds, mutual funds, separately managed accounts, option strategies, short-term assets, and annuities
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