The most important factor to consider in selecting an investment advisor is trust. The client must be comfortable with their advisor’s investment philosophy and believe that their advisor will follow their prescribed investment discipline. Trust can only be earned over time. Our first clients knew and trusted us. Our business has grown as a result of our clients recommending our services to their friends and family.

Capital preservation is the first priority at Lummis Asset Management, L.P. Since its inception in 1999, Lummis Asset Management, L.P. has not only preserved but grown its clients' capital in a very challenging market environment.

When you contact Lummis Asset Management, L.P., you will be asked about your financial goals. An investment plan will be constructed to address your particular needs. You will receive quarterly reports keeping you advised of the status of your investments. You are always welcome to contact your portfolio manager personally anytime you have a question or if your needs change.

We believe a conservative and disciplined investment approach over the long term provides the best results for our clients. We believe that building diversified portfolios using sound research and our “relative” value approach is the best way to grow our client’s funds over the long term.