Jack Dyer began his investment career in 1965.  After graduating with a degree in Finance from LSU in 1968, he spent a year in law school prior to military service in 1969.  Jack earned the Chartered Life Underwriter (CLU) designation with a specialization in retirement investment planning and then earned the Estate Planning Certification.  Jack is an Investment Advisor Representative and Registered broker/dealer Representative and a Texas Financial Planner.

 

Jack specializes in working with fixed income investments and works diligently developing and researching investment strategies while looking for special situations that provide an advantage to our clients.

 

Size matters – some days we want to be big to gain an advantage and other days we want to be small to gain an advantage.  Example, one advantage gained comes from trading as an institution by using “block trades” for tens of thousands shares of stock - where we take advantage of the size of our collective client base.  Other times we buy very small US Government bonds at a discount because large institutions do not bid on small bonds. 

 

Jack enjoys finding an advantage for his clients.  It is a way to set us apart from other advisors who sell package products to their clients then wish the client - best of luck and the advisor is off to another sale. We do not sell products, we sell service and advice – the products are no-load and free of all commissions. Jack enjoys spending time with his wife of thirty years and their family.