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Andy Lawson, RIA
Freshfield Investments

Tel: 469-231-6040
1800 Preston Park Blvd
Suite 105
Plano, TX 75093
Freshfield Investments | Financial Advisor in Plano ,TX

PhD-level expertise, Decades' experience, Fee-only, Fiduciary


About Andy Lawson

Dr. Andy Lawson is a financial economist specializing in investment management and financial planning. He holds a Bachelor of Science degree in Mathematics and a Master of Science degree in Statistical Sciences from Southern Methodist University in Dallas, Texas and a Ph.D. degree in Financial Economics (Investments) from the University of Texas in Austin, Texas. Andy developed his portfolio management skills working with institutional investors--holding senior positions at a hedge fund, a pension fund advisory and an economics consultancy--and conducting scholarly research. His research interests include stock valuation, portfolio diversification, mutual fund performance, stock price volatility and the management of portfolio risk. During his research he has collaborated with a number of renowned economists and contributed to the economics literature. Andy now provides financial advice and investment management to clients with a variety of investment objectives in the United States and Europe. He is a member of the American Statistical Association and the American Finance Association and lives in Dallas, Texas. Andy continues to carry out research relevant to the management of investment portfolios.


About Freshfield Investments

Freshfield is an independent fee-only Registered Investment Advisor and offers individuals expert investment management and financial planning. Freshfield provides these services as a fiduciary, meaning we're legally obliged to put our client's best interests first. Unlike brokers, we don't earn commissions by selling proprietary products such as mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on you and your investment goals. We believe this and our deep expertise determine why 9 out of 10 clients entrust their investments portfolios to us for the long term.

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General Information

Firm Start Year:   1992
No.of Employees:   2-4
Name of Custodial Firm:   Interactive Brokers, LLC
States Licensed in:   TX
Number of Years with Current Firm:   12
Work Experience:   FRESHFIELD CAPITAL, LLC - Dallas, Texas (a Registered Investment Advisor), 2009 - present, Managing Principal. LAWSON AND ASSOCIATES - Dallas, Texas (an Economics Consultancy), 1992 - 2017, Proprietor. LAWMAC CAPITAL, LLC - Dallas, Texas (a Registered Investment Advisor), 2004 - 2008, Managing Principal. FAGAN CAPITAL, INC. - Dallas, Texas (a Hedge Fund), 1999 - 2003, Vice President of Quantitative Research. SOUTHERN METHODIST UNIVERSITY - Dallas, Texas, 1990 - 1992, Graduate Teaching Assistant. ROBERT HARRELL AND ASSOCIATES - Dallas, Texas (a Pension Fund Consultant), 1989 - 1990, Data Systems Coordinator. WILLIAM LOWRY AND ASSOCIATES - Dallas, Texas (a Pension Fund Consultant), 1985 - 1989, Programmer and Analyst.

PROFESSIONAL MEMBERSHIPS - American Finance Association and the American Statistical Association
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Financial Advice & Consulting, Retirement Planning

Services

Investment Types:   Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Via Email, Video Conference, Via Phone, Our Office

Firm Information

Firm's Number of Clients:   67
Firm's Number of Planning Clients:   40
Firm's Number of Managed Clients:   67
Assets Managed by Firm:   $32,500,000
Advisor's Number of Clients:   67
Advisor's Number of Managed Clients:   67
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   $32,500,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Hourly
Fee % Based on Assets:   0.5%-0.8%
Hourly Rate:   $300
Minimum Fee Charged for Hourly Planning Accounts:   $900

Education

B.S. - Mathematics  Southern Methodist University - Dallas, Texas
August 1986-May 1990
Ph.D. - Financial Economics  The University of Texas at Austin - Austin, Texas
August 1993-May 2003
M.S. - Statistics  Southern Methodist University - Dallas, Texas
August 1990-May 1992

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Financial Services

Financial Planning for Individuals

Our financial planning gives you an holistic analysis that takes every financial aspect into account. Together, we'll examine your current financial situation and cash-flow requirements and review your investment horizon and investments goals. Once we've investigated all these aspects, we'll present you with a customized financial plan designed to maximize the likelihood that you reach your long-term goals. And we do more than plug your numbers into standard financial planning software--we use all our expertise and experience to build your plan and, if necessary, evolve it as your circumstances evolve.

Financial Advice & Consulting

We offer hourly investment consulting. Examples are: Suitability analysis; are the risk and return characteristics of an investment portfolio compatible with the goals and circumstances of the owner or the goals of the trust? Sustainability analysis; how likely is a portfolio to achieve its objective of funding future expenses? Portfolio optimization; if a portfolio is sub-optimal, a plan is provided which optimizes it while minimizing capital gains taxes.

Portfolio Management

We build a customized investment portfolio for every client. It reflects the client's unique financial circumstances, time-horizon, cash-flow requirements and investment objectives. And it is adjusted to keep pace with their evolving situation and requirements. At Freshfield, our deep investment knowledge and global reach means we can provide the understanding and flexibility to meet our clients' long-term investment goals.

Retirement Planning

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning is the same as financial planning except that it focuses on your retirement--your life after paid work. As with our financial planning, we conduct a holistic analysis taking your entire financial and lifestyle situation into account and produce a customized plan designed to maximize the probability that you reach your retirement goals.


Faqs

Do you have a customer satisfaction or refund policy?

We work until our client is satisfied.

Why should I choose you as my financial advisor?

Freshfield offers individuals expert portfolio management and financial advice. Freshfield provides these services as a fiduciary, meaning we're legally obliged to put our client's best interests first. Unlike brokers, we don't earn commissions by selling proprietary products such as mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on you and your investment goals. We believe this and our deep expertise determine why 9 out of 10 clients entrust their investments portfolios to us for the long term.

What are your qualifications? What is your education background?

QUALIFICATIONS Fee-only Registered Investment Advisor. Series 66 and Series 7 Exams. EDUCATION B.S. (Mathematics), Southern Methodist University, Dallas, Texas. M.S. (Statistical Sciences), Southern Methodist University, Dallas, Texas. Ph.D. (Financial Economics (Investments)), The University of Texas at Austin, Austin, Texas.

How do you charge for your services?

A percentage of assets under management or by the hour.

How are you compensated? How will I pay for your services?

A percentage of assets under management or by the hour.

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Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 10:00 AM - 11:00 AM

Communities Served

Dallas Plano
Frisco Allen
Richardson Carrollton
Addison etc.

Compensation Arrangements

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