Gerald
L. Ray & Associates, Ltd. is a registered investment
advisory firm with over twenty-eight years of experience in managing
financial assets for individuals, families and institutions.
Our firm specializes in equity, balanced and fixed income accounts,
with an investment style that is considered to be growth oriented
with a conservative approach. We currently manage approximately
$350 million in assets.
In the year 2002, Gerald L. Ray & Associates, Ltd. was rated by its
peers in D Magazine as one of the best wealth management firms
in the Dallas area.
Our philosophy is based on two simple but unwavering principles:
impeccable personal service and the highest standards of personal
and corporate integrity. We seek to provide our clients with
competitive rates of return and a comfort level based on a comprehensive
understanding
of their goals. The end result is a portfolio tailored to match
the client’s specific needs within their tolerance for risk.
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