Phillips Ray Capital Management is a registered investment
advisor wholly owned by its partners, Brian M. Phillips and Paul R. Ray
III. The firm is located in Fort Worth, Texas and is not affiliated
with any bank or institution. We view our independence as a major positive
in today’s investment arena. The principals of Phillips Ray believe
investment professionals who are not beholden to any one entity or group
of products are best able to deliver objective advice and service to their
clients.
Our Business
Phillips Ray constructs and manages portfolios consisting
of equity, fixed income and mutual fund investments in order to achieve
the highest possible return for our clients. We focus our efforts with
consideration for our clients’ specific and unique needs including:
• Risk Tolerance
• Return Objective
• Time Horizon
Our Mission
Phillips Ray is founded on three key operating philosophies:
Investment Performance: Our goal is to provide
superior, disciplined, value-driven investment results. We develop portfolios
through management strategies that involve frequent review and assessment
of investments based on our clients’ specific financial objectives.
Integrity: We maintain the highest standards of professionalism
and ethics. Our advice is straightforward, candid and based on realistic
expectations about markets. In short, our clients should expect nothing
but the most objective analysis when asked our opinion.
Service: We work to build long-term partnerships with
our clients through excellent service and timely communication. Information
is of the utmost importance to our clients, making it imperative that
they receive clear and thorough reporting on a timely basis, all information
we are happy to provide. Our goal is to build long-term, enjoyable
and mutually beneficial relationships.
