AUSTIN & DALLAS, TX, March 28, 2016 – Three leading Texas financial advisors have announced the launch of Clear Rock Advisors, LLC, a full-service wealth management firm aimed at helping families manage wealth for generations.
The firm has offices in Austin and Dallas and specializes in serving high net worth families with customized wealth management strategy design, implementation, and monitoring.
Charles F. Hall, Jr., former Director of Private Client Services at investment management firm Matterhorn Capital Management, was the visionary for Clear Rock Advisors and will serves as Chairman.
I simply wanted to extend the wealth management services derived from the customized strategies my own family has used to manage wealth for generations. Our namesake actually comes from my family’s Clear Rock Ranch in the Texas Hill Country and is the inspiration for how my partners and I designed our firm to function. For generations, it has been a special place for family and friends to be together. A place where the truth is always spoken, and values, ideas and knowledge are openly shared between generations. Since we view our clients as our extended family, that seemed a fitting reflection of our core values and specialized services we provide.
Mr. Hall co-founded Clear Rock Advisors, LLC with two other seasoned Texas financial experts:
- Ty Sanders, former Director of Institutional Services for Matterhorn Capital. Ty will operate as Clear Rock Advisors Chief Executive Officer and provide strategic and operational leadership and management.
- Royce W. Medlin, former Director, Capital Advisory Group at Lazard Asset Management. Royce will operate as Clear Rock Advisors Chief Investment Officer and lead the firm’s financial planning and portfolio management services.
Clear Rock gives clients a trusted partner in navigating complex financial needs including:
- Holistic goal-based financial planning including retirement and education, cash flow, asset protection, tax, executive benefit analysis, and generational wealth transfer.
- Open architecture, institutional-quality portfolio management programs including market and investment research, asset allocation strategy development, risk managed portfolio construction—backed by state-of-the-art technology for transparent portfolio monitoring and reporting.
The Austin office is located at 5351 Thunder Creek Road, Suite A and is led by Ty Sanders. The Dallas office is located at 100 Crescent Court, Suite 700 and is led by Royce Medlin.
About Clear Rock Advisors, LLC
Clear Rock Advisors works closely with its clients to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. It’s ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.
More information is available at www.clearrockadvisors.com.