GLR’s philosophy is based on two simple but unwavering principles: impeccable personal service and the highest standards of personal and corporate integrity. We are a fee-only Registered Investment Advisor (RIA) founded in 1977. At GLR we firmly believe when your personal finances are built on the right foundation, the potential for assets to grow over time significantly increases.
1977
Gerald Ray and Charles Gideon founded Gerald L. Ray Investment Advisors
1989
Joseph Ray joins the team
1999
Michael Beck joins the team
2002
GLR celebrates its 25th Anniversary with the creation of a new official logo. The increasing heights of the Greek columned structure represent our investment belief: when built on the right foundation, the potential for assets to grow over time significantly increases.
2004
Joseph H. Ray, Gerald Ray’s son, is named President of GLR.
2009
GLR acquires Weisberg & Fields, Inc., bringing Portfolio Manager Michael Kane to the investment team.
2017
GLR begins the reorganization as Wealthstreet Investment Advisors, LLC.
2018
GLR becomes a family office.
Community Involvement
- Texas A&M Finance Council Board
- Co-Sponsored Texas A&M Aggies on Wall Street Program
- Co-Sponsored Texas A&M Kupfer Distinguished Executive Award
- Wounded Warrior Project
- United Way of Metropolitan Dallas
- Investment committees of the Dallas Jewish Community Foundation
- Endowment Foundation for the Dallas Home for Jewish Aged