Analog Capital Partners | Financial and Investment Advisory Services | Houston, Texas

all in-house

  • wealth management diversified for capital preservation with coverage of public, private & digital assets & alternatives

  • proprietary institutional grade portfolios, no indexed models

  • US to global services for individuals & entities covering strategic advice, filings, compliance, planning & formations

  • living trusts

    advanced taxable estate

  • capital gains tax minimization strategies, transition & exit planning, & risk management

firm

  • 20+ years of investment banking & institutional advisory experience

  • 100% partner-owned fiduciary with no conflicts of interest, no products to sell, and no commissionable services

  • fee-only registered investment advisory with managed client assets held at goldman sachs

schedule call

ANALOG IS process driven, objective & precise

core components of planning

tax strategy:

we specialize in tax efficient structure and tax minimization strategies

financial plan:

we will build bespoke financial plans and investment strategies to achieve your goals and build generational wealth

estate plan:

we create highly complex structures for high net worth clients to minimize capital gains and estate taxes in addition to simple living trusts

unconstrained investment advice across listed, private, digital, & alternative assets

conserve & build wealth with managed diversity

our core portfolios are liquid, low-cost, uncommonly diverse and custodied at goldman sachs

they offer lower expected volatility and drawdown without sacrificing growth compared to typical advisor models:

  • evenly balanced asset mix (moderate)

    • gold & silver

    • us Real Estate Securities

    • us treasury bonds

    • high quality global stocks

  • no credit risk or mutual funds

  • low cost of ownership (20bps wtd avg expense ratio)

  • no transaction fees

  • liquid & marginable

  • advisory fee: 0.6-1.0% p.a.

tax,asset management, estate, & risk alignment elevates your plan strategy

strategic Planning

  • income replacement

  • wealth preservation

  • risk management

  • transaction and exit planning

investment advice

  • managed low volatility portfolios

  • stocks, bonds, real estate and precious metals

  • private market opportunities

  • alternative investments

  • investment due diligence

family office services

  • tax planning

  • liquidity & cash flow planning

  • trusts & estate planning

  • capital advisory

  • 409a valuations

for the best results, consider planning early

early planning can make a huge impact on results later on

We love analog clients: nonconformist, gifted and irreverent value creators (>80% of our clients are founders)

we function as their end-to-end integrator across tax, finance, estate and legal services, meaning we manage multi-disciplinary planning from design through maintenance

our purpose is to streamline planning that maximizes and conserves value - often from corporate transactions or M&A

get help from experienced professionals

unconflicted advice

analog is a registered investment advisory firm serving founders (>80% of our clients) nationwide since 2020

our purpose is to integrate our own expertise with adjacent disciplines to maximize value realization and conservation

we stand apart through our values:

  • no conflicts of interest

  • no constraints

  • high transparency

we stand apart for the practices we embrace and disavow:

  • no mutual funds - stocks and ETFs only

  • no products to sell

  • no long-term credit risk

  • no account or transaction fees

  • truly diversified asset type coverage

  • collaborative with outside advisors and specialists

  • new investments deployed over time programmatically

if you’d like to speak with us, please feel welcome to arrange a call via the link: here

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