Private Wealth Management

Our Firm

Phillips Ray Capital Management is a registered investment advisor wholly owned by its partners, Brian M. Phillips and Paul R. Ray III.   The firm is located in Fort Worth, Texas and is not affiliated with any bank or institution.  We view our independence as a major positive in today’s investment arena. The principals of Phillips Ray believe investment professionals who are not beholden to any one entity or group of products are best able to deliver objective advice and service to their clients.

Our Business

Phillips Ray constructs and manages portfolios consisting of equity, fixed income and mutual fund investments in order to achieve the highest possible return for our clients. We focus our efforts with consideration for our clients’ specific and unique needs including:

• Risk Tolerance
• Return Objective
• Time Horizon

Our Mission

Phillips Ray is founded on three key operating philosophies:

Investment Performance: Our goal is to provide superior, disciplined, value-driven investment results. We develop portfolios through management strategies that involve frequent review and assessment of investments based on our clients’ specific financial objectives.

Integrity: We maintain the highest standards of professionalism and ethics. Our advice is straightforward, candid and based on realistic expectations about markets. In short, our clients should expect nothing but the most objective analysis when asked our opinion.

Service: We work to build long-term partnerships with our clients through excellent service and timely communication. Information is of the utmost importance to our clients, making it imperative that they receive clear and thorough reporting on a timely basis, all information we are happy to provide.  Our goal is to build long-term, enjoyable and mutually beneficial relationships.

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Last modified: January, 2018

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