Financial Services - Dallas, Texas, United States
Gerald L Ray'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 Dallas based, 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. Our Customized approach to portfolio management: We are investors, not traders. Our process is client driven, allowing our expert portfolio managers to provide you with the advice and asset management skills needed to make the most of your investments. It is our job to look at opportunities created in public markets and work with you to build portfolios consistent with your needs for liquidity, your comfort level for risk, as well as other considerations. We maintain a long-term approach designed for growth and income. We work closely with you to create custom portfolios using traditional stock and bond investments, along with Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), and Master Limited Partnerships (MLPs).
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