Welcome to Bayou City

 

As an independentfiduciary, & fee only firm, we help our clients meet their financial goals while treating them with integrity and managing their assets as we would our own.

 

Our Process

Let's work together to create a personalized plan that suits your needs. 

Discover

In a one-on-one consultation, we'll review your goals and objectives.

Then, we'll draft a Blueprint­— a personalized road map that provides relevant advice and information for the solutions you need. 

Advise

We’ll review your investment 
objectives and guidelines with you. 

As a fiduciary, you can be sure that we’re always acting in your best interest. Because we’re a fee-only firm, we’re free from sales goals. 

Manage

Our team has more than 75 years of combined experience in finance and wealth management. 

We’ll use that know how to build you a portfolio that strives to meet your goals within your time line and risk tolerance. 

Monitor

We have relationships with Fidelity and Schwab to provide you with transparency and investor protection. Plus, we take the time to keep you informed. 

Our technology, personal meetings, and reports will help you track your progress every step of the way. 

 

Click here for a copy of the current version of Bayou City Investment Advisors' relationship summary (Form CRS).

Our Team

Diana Blair

President

Travis Verdin

Director of Gulf Coast

Andy Nugent

CFA®, Director of Investments

Get In Touch

We know that no two clients are alike. Get in touch today for a personalized wealth management plan that's just right for you. 

©2019 Bayou City Investment Advisors  |    This website is solely for informational purposes.  Bayou CIty Investment Advisors provides advisory services through Sage Capital Advisors, LLC., an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where representatives of Bayou City Investment Advisors are properly licensed or exempt from licensure. No advice may be rendered unless a client service agreement is in place. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. ”