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Schneider Bera Dewhurst & Associates

Private Wealth Advisors

600 TRAVIS STREET, SUITE 7400

HOUSTON, TX 77002-2900

713.632.8383

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About us

Schneider Bera Dewhurst & Associates

Our team works closely with individuals and families of substantial wealth to help articulate their financial goals and assist them in navigating their complex financial situations. We work with private company owners, corporate executives, wealthy families, and multigenerational family offices across the country. With over 100 years of collective wealth management, we strive to achieve our clients’ financial goals by creating individualized strategies that reflect and clarify the nuances and complexities of their financial, corporate and personal situations.

Our Investment Approach

The world-class research, intellectual capital, and institutional investment opportunities at Merrill Lynch and Bank of America provide the strong foundation upon which we build our approach. We tailor our investment strategies to reflect clients’ philosophies on wealth preservation and risk. Our approach to portfolio construction combines Modern Portfolio Theory with aspects of behavioral finance through a single, pragmatic concept called the Wealth Allocation Framework. The result are portfolios designed to meet individual investors’ needs and preferences, as well as to protect individuals from personal, market and aspirational risk factors.

Our Strengths

Our focus is on addressing the complex financial requirements of our clients. In pursuit of that goal, our team has considerable strengths assisting our clients with the following:

  • Asset Allocation & Investment Management*
  • Liquidity Management
  • Alternative Investments*
  • Concentrated Stock Management
  • Philanthropy
  • Banking and lending through Bank of America, N.A.
  • Estate Planning Strategies
  • Meet the team

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    Meet the team