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Austerra Wealth Management LLC | Just another WordPress site

Freedom to do the things. That matter most to you. We help our clients successfully navigate today’s complex financial. World through a highly personalized combination of sound counsel,. Creative planning, and appropriate investments see how ››. 2018 Austerra Wealth Management LLC.

http://www.austerra.com/

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CONTACTS AT AUSTERRA.COM

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Ryan Thompson

14683 ●●●●●●y Road

Sui●●●160

Ad●●on , Texas, 75001

United States

1.21●●●●2650
rt●●●●●●●@ariamedia.com

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Ryan Thompson

14683 ●●●●●●y Road

Sui●●●160

Ad●●on , Texas, 75001

United States

1.21●●●●2650
rt●●●●●●●@ariamedia.com

View this contact

AriaMedia

Ryan Thompson

14683 ●●●●●●y Road

Sui●●●160

Ad●●on , Texas, 75001

United States

1.21●●●●2650
rt●●●●●●●@ariamedia.com

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Austerra Wealth Management LLC | Just another WordPress site | austerra.com Reviews

https://austerra.com

Freedom to do the things. That matter most to you. We help our clients successfully navigate today’s complex financial. World through a highly personalized combination of sound counsel,. Creative planning, and appropriate investments see how ››. 2018 Austerra Wealth Management LLC.

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austerra.com austerra.com
1

Investment Management | Austerra Wealth Management | Austerra Wealth Management LLC

http://austerra.com/investment-management

Austerra provides comprehensive portfolio management solutions to its Investment Management Clients. Custom investment portfolios are constructed based on a number of factors in a client’s life that include much more than merely return objectives. The critical details of each client’s financial situation, along with their corresponding investment strategy, are documented in a personalized written Investment Policy Statement. 2016 Austerra Wealth Management LLC.

2

Our Founder | Austerra Wealth Management LLC

http://austerra.com/about-austerra/our-founder

Mark C. Holland, CFP. MBA in Investments from SMU Cox School of Business. Financial Planning Certificate from SMU. BBA in Marketing from SMU Cox School of Business. Mr Holland is a member of the Financial Planning Association, National Exchange Club, Executive Advisory Board, Northridge Presbyterian Church, and United States Golf Association. 2016 Austerra Wealth Management LLC.

3

Wealth Management | Austerra Wealth Management | Austerra Wealth Management LLC

http://austerra.com/wealth-management

Austerra’s Wealth Management Service is our most complete personalized offering, combining comprehensive financial planning with investment management to provide clients with a central resource to depend on for all of their financial affairs. What Clients Can Expect. Austerra’s Wealth Management clients sleep well at night knowing that virtually every aspect of their financial lives has been addressed in a manner that is consistent with their financial objectives. Common Wealth Management needs include:.

4

About | Austerra Wealth Management | Austerra Wealth Management LLC

http://austerra.com/about-austerra

To help clients successfully navigate today’s complex financial world through a highly personalized combination of sound counsel, creative planning, and appropriate investments. Clients invest directly into Austerra’s proprietary fund and source the balance of their investments elsewhere. Clients engage Austerra to provide comprehensive Financial Planning services in addition to Investment Management. 2016 Austerra Wealth Management LLC.

5

Investor Objectives Statement | Austerra Wealth Management LLC

http://austerra.com/client-resources/investor-objectives-statement

The following confidential Investor Objective Statement is used as an initial discovery tool by Austerra Wealth Management LLC to prompt discussion with our Investment Management Clients and is only one of the considerations taken into account when determining appropriate investment strategies for our clients. Which type(s) of investments have you owned? Please check all that apply). Exchange Traded Funds (ETF’s). What is your approximate investment time frame? Income I/we seek high income from a quality...

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Austerra Wealth Management LLC | Just another WordPress site

Freedom to do the things. That matter most to you. We help our clients successfully navigate today’s complex financial. World through a highly personalized combination of sound counsel,. Creative planning, and appropriate investments see how ››. 2018 Austerra Wealth Management LLC.

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