Outlook Wealth Advisors LLC
Overview
Outlook Wealth Advisors LLC is a financial advisory firm based in Shenandoah, Texas, specializing in comprehensive wealth management services. The firm manages approximately $296.28 million in assets across 657 client accounts, providing services such as financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Their investment portfolio is diversified across various asset classes, including exchange-traded securities, investment and business development companies, and cash equivalents. The firm operates in Texas, Florida, and Oklahoma, with offices in Shenandoah and Houston. Founded in 2006, Outlook Wealth Advisors LLC is registered with the SEC and holds an A+ rating from the Better Business Bureau. The firm's founder and principal owner is Mr. Allen Neuenschwander, a Certified Financial Planner (CFP®).
Investment Focus
- Minimum initial investment of $250,000 for portfolio management services
- Financial planning services fees range from $2,550 to $5,000 or hourly rates of $200 to $400
- Clients have the option to introduce restrictions on investing in certain asset classes
Portfolio Companies
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Frequently asked questions about Outlook Wealth Advisors LLC
What sectors does Outlook Wealth Advisors LLC invest in?
Outlook Wealth Advisors LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Texas, United States. Outlook Wealth Advisors LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does Outlook Wealth Advisors LLC invest at?
Outlook Wealth Advisors LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Outlook Wealth Advisors LLC invest in?
Outlook Wealth Advisors LLC invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Outlook Wealth Advisors LLC invested in?
Outlook Wealth Advisors LLC's portfolio includes Microsoft Corp, Nvidia Corp, Alphabet Inc, Apple Inc, Exxon Mobil Corp and Stewart Information Services Corp.
Last updated · Source: ConnectSafely investor database