Physicians Investment Advisory Services of Texas offers ongoing portfolio management, selection of third-party investment managers, pension consulting, and financial planning services. The firm builds customized investment strategies based on each client's individual goals, time horizon, and risk tolerance, utilizing an Investment Policy Statement for every relationship. Investment management services cover a wide range of securities including mutual funds, exchange-traded funds, equities, fixed income, real estate funds, commodities, and alternative investments such as hedge funds and private equity. Financial planning services cover areas such as retirement planning, tax concerns, college planning, and debt management. The firm also assists clients by selecting third-party investment managers and works with employee benefit plans. Key leadership includes James Arnold Hintz and Maria Del Pilar Hintz.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.