#1 FIDUCIARY FINANCIAL ADVISOR IN KATY, TX
PERSONAL FINANCIAL PLANNING, PORTFOLIO MANAGEMENT
“OPEN WEALTH MANAGEMENT was founded to close the gap left by the large financial institution on the small and medium investor segment as well as to foster education within this target”
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Why OWM?
Unlike larger financial institutions Open Wealth Management treats you with a wholistic approach making your Wellbeing as important as your Wealth-being.
As fiduciaries, we will always make the most advantageous decision for your capital preservation, income generation, or growth for a long-lasting wealthy life.
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What we do?
Wealth Management
- Portfolio construction and optimization comprise
individual securities, ETFs, and bonds. - Portfolio managed on a discretionary basis.
- Continuous Monitoring and Tactical adjustments
- Portfolio stress testing
Financial Planning
- Long Term cash forecast for assets and personal liabilities.
- Analyzing saving needs to meet financial goals.
- Risk management and asset protection.
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Who we are
Jose M. Manstretta, CFA, MBA – Chief Investment Officer
Mr. Manstretta earned in 2014 the right to use the Chartered Financial Analyst ® from the CFA Institute.
The Chartered Financial Analyst (CFA) is a qualification for finance and investment professionals. The program focuses on portfolio management and financial analysis and provides a general knowledge of other areas of finance. The designation is an international professional certification offered by the CFA Institute to financial analysts who complete a series of three examinations. To become a CFA charter holder, candidates must pass each of the three six-hour exams, possess a bachelor’s degree from an accredited institution and have 4 years of qualified professional work experience. CFA charter holders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct. For more information, visit www.cfainstitute.org.
Jose also obtained in year 2000 the M.B.A from IESA, one of the most prestigious institutions in Latin-American. He is a Bachelor of Arts in Business Administration from “Universidad Rafael Urdaneta”, Maracaibo, Venezuela 1998
Start planning your personal finances and a secure your wealth today
Contact us today to schedule a consultation and learn more about our financial planning services.
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Contact Information
Have more questions? Don’t hesitate to reach out!
Ready to take control of your wealth? Contact us today to schedule a consultation and learn more about our financial planning services.
