Concho Investment Advisors is dedicated to helping families and individuals achieve their investment goals.
Our comprehensive process starts with an evaluation of your goals and objectives. We then pair your unique circumstances with our investment insight to develop an easy-to-understand plan for achieving your financial goals. After your plan has been established, we meet periodically to understand your portfolio’s progress and to update your plan as necessary.
We don’t time the market and we don’t buy individual stocks. Instead, we buy low-cost highly-diversified investments modeled after the same processes used by the country’s largest institutional money managers. Your funds are placed with an independent custodian who provides separate reports and who ensures that you have ultimate control over your assets.
Our insight can help you achieve better financial results. Some of the services we provide include:
- Investment Management including IRAs, Roth IRAs, 401(k)s, 403(b)s, individual and joint investment accounts, trust accounts, cash management plans, taxable bonds, municipal bonds, sudden wealth management, and oil and gas royalty and production income.
- Estate planning (protecting your assets from taxation so that your children and charities will benefit from your estate).
- Comprehensive financial planning including retirement planning, life insurance, long-term care insurance, education funding, tax strategies, and risk management.
- Education planning including 529 plans.
- Business planning, including arrangements for 401(k) plans, SIMPLE IRAs, and SEP IRAs.
Give us a call or email us to find out how we help clients achieve financial success.