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

  • Charles Schwab

    Goldman Sachs

    Apex Clearing

schedule call

ANALOG IS process driven, objective & precise

Flowchart showing steps for financial planning: tax strategy, build financial plan, risk assessment/portfolio construction, estate planning.

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

A donut chart illustrating different investment categories: alternatives, precious metals, US real estate, US treasuries, and global stocks.

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

Diagram illustrating financial services related to family estate planning, including categories like tax planning, estate strategies, risk management, and asset types like cash, private holdings, and properties.

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

A timeline illustrating stages of financial growth: seed, early growth, late growth, and transition, with key financial topics listed at each stage.

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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Or contact us directly at:
info@acpfo.com
(713) 929-2553

strategic partners

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