Investment Management

During times of volatility and uncertainty, it is comforting to sit on the sidelines with your money in a safe place. But, if you wait for a period of extended calm before venturing out again, you may miss out on times of market recovery and lost opportunities can start to add up.

Paul Brown offers professional money management through various third-party money managers. One of his strategic alliances is with Gradient Investments, LLC, an independent, privately owned, fee-only, SEC registered investment advisor. Gradient Investments implements a team-oriented approach to investment management and has a client-focused culture that is fundamental to the investment process.

Paul Brown understands that no two investors are alike. And, in order to help each client meet their financial goals, he works with Gradient Investments to create a customized tailored investment strategy based on their long-term investment goals of preserving principal, maximizing income or accumulating capital.

Paul Brown and Gradient Investments provides portfolio solutions that incorporate several investment management philosophies:

  • Strategic
  • Tactical
  • Asset Allocation
  • Fixed Income

As a fiduciary, Paul Brown has an obligation to put his clients’ interests first. Therefore, he helps develop a personalized asset allocation model based on each individual’s risk tolerance, objectives and financial needs. His goal is to help maximize investment returns through diversification of assets* and a disciplined investment philosophy combined with rigorous risk management.

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying securities, which can be found in the current prospectus.

RMD Wealth Advisors, LLC
16860 Royal Crest Drive
Houston, TX 77058