As a fiduciary asset manager, we have you and your family’s best interest at the forefront of every investment decision we make.
Refine Financial Objectives
We’ll work with you to identify liquidity needs, risk tolerance, return expectations, time horizon, and tax considerations.
Develop Asset Allocation
Asset allocation is the major contributor to the variability of portfolio returns. We’ll monitor actual performance vs. expected performance and rebalance assets when necessary.
Monitor and Adjust
Our team will review your investment goals and respond with portfolio adjustments as your needs change. We’ll also meet with you regularly to review your portfolio.
- Lease offer evaluation and negotiation
- Division order analysis and review for completeness and accuracy
- Oil and gas accounting for revenue and expenses
- Contract review of operating agreements, gas marketing and balancing, prospect and drilling agreements
- Ad valorem and income tax administration and reporting
- Maintain property files and related records
Real Estate Management
- Regular monitoring and evaluation
- Rental and lease negotiations
- Rental and lease income collections
- Purchase and sale negotiations
- Payment of property taxes and insurance premiums
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Schedule an Appointment
Securities provided by VeraBank Wealth Management are not deposits of VeraBank, are not FDIC insured, have no financial institution guarantee, and may lose value.