Experience: Philosophy

The Austin National philosophy is driven by our pledge to deliver outstanding client service alongside independent and professional investment advice. These principles provide a consistent, simple and effective daily guide for our work.

 

Customer Satisfaction

The central component of our philosophy is to listen to your goals and expectations. We then develop a plan for your financial future and review the details in a series of meetings before working diligently to execute the plan and applying our resources to carefully monitor your progress. We always take the time to inform and educate you along the way. And, we assign a dedicated team to serve your needs. This personalized, collaborative approach defines the way we work. The result is a long-term, successful business relationship that is augmented by personal attention.

 

Independence

Our independence gives us an unconstrained view from which to evaluate and recommend various types of mutual funds, fixed income funds, ETFs, separately managed accounts, hedge funds, and individual company stock. This results in asset allocation and personalized portfolio holding selections that match your investment strategy and risk tolerance. Our back office systems use industry-leading software to research proposed holdings, report performance and rates of return, and monitor current events that can impact your portfolio. Our independence also allows us to easily adjust the components of our technology platform to provide the best overall solution for our clients.

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
Additional investment advisory services offered through ANFS, Inc., a registered investment adviser not affiliated with FSC Securities Corporation.
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