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  • Westpark
    23803 FM 1093 Richmond, TX 77406
    Map and Directions Map and Directions
  • , P: 281.856.5644
  • Alief
    12121 Westheimer Rd. Suite 201 Houston, TX 77070
    Map and Directions Map and Directions
  • Copperfield
    15260 FM 529 Houston, TX 77095
  • Champions
    10300 Louetta, Suite 100 Houston, TX 77070
    Map and Directions Map and Directions
  • Morton Ranch
    2811 West Grand Parkway North, Suite 110 Katy, TX 77449
    Map and Directions Map and Directions
  • Cinco Ranch
    23120 Cinco Ranch Boulevard Katy, TX 77494
    Map and Directions Map and Directions
  • Spring Branch
    9100 Westview Houston, TX 77055
    Map and Directions Map and Directions
  • 99N
    7210 North Grand Parkway, Suite A Spring, TX 77373
    Map and Directions Map and Directions
  • Sugar Land
    3400 Highway 6 South Sugar Land, TX 77478
    Map and Directions Map and Directions
  • Tomball
    28850 Tomball Parkway Tomball, TX 77375 T: 281.856.5644
    Map and Directions Map and Directions
  • Research Forest
    32803 FM 2978 Magnolia, TX 77354
  • Fairbanks
    8600 Jameel Rd., Suite 90 Houston, TX 77040
First Community Wealth AdvisorsFirst Community Wealth Advisors

An array of investment strategies

An array of investment strategies

Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

We sift through the many investment strategies, managers and products to uncover those we believe to be of quality, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your specific needs, placing your best interests first in all decision-making.

Your needs are unique, and we believe your investment strategy should be customized to them.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. Investors should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.

  • We are committed to offering you access to quality investment opportunities. Using our extensive experience with the various choices for your portfolio, we can help guide you toward investments that are the right fit for your circumstances.

    Our offerings include:

    • Alternative investments
    • Separately managed accounts
    • Unified managed accounts
    • Managed discretionary accounts
    • Wrap accounts
    • Structured products
    • Options
    • Traditional investments, like equities, fixed income, annuities, mutual funds, exchange-traded funds

     

    Investments and account types mentioned may not be suitable for all investors.

  • Our rigorous research and due diligence of investment managers and related products helps ensure we meet the needs of our investors. We strive to thoroughly vet the wide array of investment strategies we offer. We also stay informed about what’s going on in the markets, reviewing detailed reports and analysis as well as the latest market and economic commentary.
  • We employ a personalized process to build a customized, diversified investment strategy designed to work toward your objectives. This process begins with focusing on what’s most important to you as we build a lasting relationship based on understanding and trust. Our team then designs and helps manage your financial plan, adjusting along the way to help meet your changing needs.

    Asset allocation and diversification do not ensure a profit or protect against a loss.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

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First Community Credit Union
envelope
  • 281.856.5644
First Community Wealth AdvisorsFirst Community Wealth Advisors
  • Alief 12121 Westheimer Rd. Suite 201 Houston, TX 77070
  • Map & Directions
  • Map & Directions
  • Champions 10300 Louetta, Suite 100 Houston, TX 77070
  • Map & Directions
  • Map & Directions
  • Cinco Ranch 23120 Cinco Ranch Boulevard Katy, TX 77494
  • Map & Directions
  • Map & Directions
  • Westpark 23803 FM 1093 Richmond, TX 77406
  • Map & Directions
  • Map & Directions
  • Copperfield 15260 FM 529 Houston, TX 77095
  • Morton Ranch 2811 West Grand Parkway North, Suite 110 Katy, TX 77449
  • Map & Directions
  • Map & Directions
  • Spring Branch 9100 Westview Houston, TX 77055
  • Map & Directions
  • Map & Directions
  • Research Forest 32803 FM 2978 Magnolia, TX 77354
  • 99N 7210 North Grand Parkway, Suite A Spring, TX 77373
  • Map & Directions
  • Map & Directions
  • Sugar Land 3400 Highway 6 South Sugar Land, TX 77478
  • Map & Directions
  • Map & Directions
  • Tomball 28850 Tomball Parkway Tomball, TX 77375
  • Map & Directions
  • Map & Directions
  • Fairbanks 8600 Jameel Rd., Suite 90 Houston, TX 77040

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Community Credit Union and First Community Wealth Advisors are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

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