Todd Stephens
Frontier Investment Management

Tel: (281) 788-1808
4801 Woodway
Suite 300
Houston, TX 77056
Frontier Investment Management | Financial Advisor in Houston ,TX

About Frontier Investment Management

At Frontier, we combine our strict valuation discipline with macro-economic oversight to offer you access to a diverse mix of investments. Our process seeks to exploit market structure changes in search of risk-adjusted returns.
Frontier's asset allocation approach focuses on capital preservation first; and is grounded in our conviction that risk is defined by the price you pay for any asset.


General Information

Firm Start Year:   1994
No.of Employees:   20-49
Number of Years with Current Firm:   3
Work Experience:   Started my career in 1993 as a broker. Promoted up through Senior Management of a Wall Street firm
Started as an Advisor in 2002.
I work with the following types of clients:   Individual Investors , Businesses , Trusts


Services

Investment Types:   Insurance , Stocks , Exchange Traded Funds (ETFs) , Options & Futures , Mortgages & Real Estate , Mutual Funds , Bonds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At your office , Via phone , Via email , At my office


Firm Information

Firm's Number of Clients:   850
Assets Managed by Firm:   $1,200,000,000


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $200,000


Education

Bachelor - Business (Finance)  Southwestern University - Georgetown, Texas
August 1988-December 1992



Faqs

  • Do you have a customer satisfaction or refund policy? Our clients sign an Investment Management Agreement that can be terminated at any time. Any investment management fees that have been charged for the current quarter are then prorated and refunded accordingly.
  • What are your qualifications? What is your education background? I have been in the investment business since 1993. I have a Bachelors in Business Administration. I am currently working to obtain the Certified Financial Planner designation.
  • What is your approach to financial planning? To listen to the client first and foremost. I prefer to work backwards from what the clients actually needs versus allocating what they currently have. I use a conservative planning approach.
  • What services do you offer? Investment management in individual equities and bonds. Mutual funds and ETF's where appropriate. Retirement planning and modeling. Wealth management solutions for estates and trusts.
  • How many clients do you currently manage? Less than 100 (as of 2013)
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Disclosures

www.frontierinvest.com

Todd Stephens

Todd Stephens


Born in Houston
Attended college in Texas
Have been in the investment industry since 1993
Have been an Advisor since 2002
Currently working on CFP designation

Communities Served

Cypress Friendswood
Houston Humble
Katy Missouri City
Pearland Richmond
Spring Stafford
Sugar Land Webster
The Woodlands

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM