About My Practice
We are an independent fee-only investment advisory firm actively managing individual investment portfolios containing domestic equity, international equity, and fixed income securities for high net worth individuals, retirement plans and trusts. We typically purchase high quality, dominant companies that are well positioned for long-term, after-tax growth of capital and income. We believe that we can add value by acting as a fiduciary and avoiding the conflicts of interest associated with brokers, banks and insurance companies, promoting our independence and putting the interests of the client before our own. Our only revenue is the advisory fees our clients pay us.
Robert S. Rexford (1964) has a Bachelor of Science in Economics with Financial Applications from Southern Methodist University (1987) and a BBA from the Cox School of Business at Southern Methodist University. He is a Certified Financial Planner CertificantTM, National Association of Personal Financial Advisors (NAPFA) registered Fee-Only advisor, the leader of the Houston NAPFA Study Group, a member of the Financial Planning Association (FPA) and a member of the Houston Chapter of the FPA. He is a Texas Life and Health Insurance Counselor and the Series 65 (Investment Advisor Exam).
In September 2003 he began Rexford Capital; previously he was a Global Large Cap Portfolio Manager for Merrill Lynch & Co.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - NAPFA-Registered Financial Advisor
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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