Tectonic Advisors LLC

Overview

Tectonic Advisors LLC is a Texas-based registered investment adviser managing assets for a diverse clientele, including registered investment advisors, trust departments, foundations, family offices, and individuals. The firm offers a suite of active and passive investment strategies tailored to meet specific investment goals and objectives, utilizing actuarially-driven projections. Notably, Tectonic Advisors has developed proprietary trading software to manage passive ETF portfolios, aiming to deliver consistent returns while mitigating significant drawdowns in the stock market. The firm's investment approach integrates risk management, asset allocation, and ongoing analysis to adapt portfolios to market changes and life events. Tectonic Advisors provides both traditional and alternative investment opportunities, focusing on diversified asset allocation and dynamic portfolio management to mitigate risk and provide consistent returns. Their clients span individuals, families, institutions, and advisors seeking active and passive portfolio management. Tectonic Advisors is part of Tectonic Financial, Inc., a diversified financial services firm headquartered in Houston, Texas. Tectonic Financial's subsidiaries include T Bank, N.A., Sanders Morris LLC, and HWG Insurance Agency LLC, offering a range of services such as banking, lending, trust and retirement solutions, wealth management, and insurance solutions. The firm's integrated approach allows clients to access a comprehensive suite of financial services under one platform, emphasizing innovative thinking and exceptional customer service.

Investment Focus

• Customized allocations available
• Fees up to 1.00% of assets under management

Portfolio Companies