Westlake Securities is a middle-market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake delivers superior execution and results to its clients with deep transactional experience, comprehensive technical analysis and hands-on involvement of our senior professionals.
Based in Austin, Texas, Alpha Capital Management operates as an investment advisory firm. It manages assets for various individuals, institutions, trusts, estates, endowment funds and retirement plans. The firm provides individual portfolios based upon Makowitz diversification methodologies to limit systemic risk. It is guided by the company s proprietary quantitative model based on the application of a constant proportion portfolio insurance (CPPI) discipline. Alpha Capital Management has been named as one of "Austin's Top 25 Money Managers" in by the Austin Business Journal in 2010.
Black Barn advisors have one primary goal: Growing our clients' wealth. We start by asking questions and then listening to the answers. Our clients' voices are heard and valued in every meeting, and on every phone call. Establishing clear and open communication - while covering fundamental investing concepts like time-value of money, diversification, and risk - allows us to determine a custom investing strategy for each client. Black Barn is a Registered Investment Advisor (RIA), and our advisors are held to a fiduciary standard. A fiduciary advisor always places the client's best interest first when giving advice. It is the very highest standard of care.
