HOUSTON-BASED · FEE-ONLY · FIDUCIARY

Fee-Only Fiduciary Wealth Management in Houston

Advice without product-sales commissions. Portfolios without off-the-shelf model constraints. Planning without silos.

Analog Capital Partners combines proprietary institutional investment management, comprehensive financial planning, in-house tax planning and preparation, and coordinated estate strategy for high-net-worth families.

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100% partner-owned fiduciary
Custodied at Schwab, Goldman Sachs & APEX
Serving HNW clients nationwide since 2020

Strategic partners & custodians

ONE COORDINATED TEAM

One integrated team across every part of your financial life

ACP brings its investment, financial-planning, and tax capabilities together with qualified estate-planning counsel so complex decisions can be designed, implemented, and maintained as one coordinated family wealth strategy.

Billy Desai, MBA, CFA, CFP®
Institutional investment management and portfolio construction

Jonathan White, CPA; Ben Dorsey, CFP®, CPA; and Jeff Pomerantz, CPA
Tax planning, preparation, international tax, structuring, and resolution

Randy Fox, CFP®, AEP®
Estate strategy for high-net-worth families

ACP Financial-Planning Team
Retirement, cash flow, risk, investment, and long-term family planning

Meet the ACP Team →

Wealth Management

Wealth management diversified for capital preservation with coverage of public, private & digital assets & alternatives.
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Institutional Investment Management

Proprietary multi-asset portfolios and quantitative equity strategies built in-house for high-net-worth families.
Explore Our Investment Process →
Strategic Tax Planning

U.S. and cross-border services for individuals & entities covering strategic advice, filings, compliance, planning & formations.
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Estate & Trust Planning

Living trusts and advanced taxable estate structures designed to preserve and transfer wealth across generations.
Explore Estate & Trust Planning →
Comprehensive Financial Planning

A living financial plan connecting retirement, cash flow, liquidity, investments, taxes, estate objectives, insurance risks, and major family decisions.

20+

Years institutional advisory

100%

Partner-owned fiduciary

3

Institutional custodians

30%

Of clients are founders

How we work

Analog is process-driven, objective & precise

A disciplined, sequential process in which each stage builds on the last, from a tax-efficient foundation through to estate structuring.

Core components of planning

Tax strategy

We specialize in tax-efficient structuring and tax minimization strategies.

01

Financial plan

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

02

Estate plan

We design and coordinate advanced estate strategies for high-net-worth families, working with qualified estate-planning counsel for legal implementation.

03

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    Tax Strategy
  
    Build Financial Plan
  
    Risk Assessment / Portfolio Construction
  
    Estate Planning

Managed diversity

A Broad, Multi-Asset Investment Opportunity Set

See How We Build Portfolios →

ACP’s core portfolios combine multiple return drivers to broaden diversification, manage drawdown risk, and preserve meaningful long-term growth potential. Client assets are held with independent institutional custodians, including Charles Schwab, Goldman Sachs, and Apex, depending on the relationship.

Evenly balanced asset mix (moderate) gold & silver, US real estate securities, U.S. Treasuries, high quality global stocks
Treasury-focused fixed income. Individual securities and low-cost ETFs.
Low-cost implementation using individual securities and ETFs where appropriate.
Transparent Costs

Advisory fee: 0.6–1.0% p.a.

      balanced
      ASSET MIX
    
      Global stocks
    
      US treasuries
    
      US real estate
    
      Precious metals
    
      Alternatives

The whole balance sheet

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

    
    analog capital
asset advisory
  
    tax planning
  
    estate strategies
  
    liquid investments
  
    risk management
  
    analog client
family estate
  
    cash
  
    insurance
assets
  
    private
holdings
  
    founder shares
  
    properties &
collectibles

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 & due diligence
Family Office Services
- Tax planning
- Liquidity & cash flow planning
- Trusts & estate planning
- Capital advisory · 409a valuations

PROACTIVE PLANNING

The Best Financial Decisions Are Usually Made Before They Become Urgent

Tax, investment, retirement, estate, and business decisions often become more difficult once a transaction, market event, retirement date, or family transition is already underway. Planning early preserves flexibility, expands the available strategies, and allows each decision to be coordinated with the family’s broader financial plan.

Discuss Your Wealth Strategy

Unconflicted advice

Get help from experienced professionals

Analog is a registered investment adviser serving clients nationwide since 2020 integrating our own expertise with adjacent disciplines to maximize value realization and conservation.

We stand apart through our values
- Client-Paid, Fee-Only Advice
  No commissions for selling investment or insurance products.
- A Broad Multi-Asset Opportunity Set
  Public, private, real, and alternative investments considered when suitable.
- High transparency
  100% partner-owned fiduciary, fee-only and aligned with you.
The practices we embrace & disavow
- Individual Securities & Low-Cost ETFs
  Core liquid portfolios are generally implemented using individual securities and low-cost ETFs rather than traditional mutual funds.
- Treasury-Focused Defensive Fixed Income
  Core defensive fixed-income allocations emphasize U.S. Treasuries rather than corporate or high-yield credit.
- Transparent Costs
  Advisory fees, underlying investment expenses, and applicable third-party costs are disclosed.
- Programmatic deployment
  New investments deployed over time, disciplined and rules-based.