We chose to register as a fully fiduciary firm - meaning, we are legally required to advocate for your best interest. Segment's philosophy is centered on the core values of clarity, reliability, performance, and truth. Our investment strategies are founded on the fundamental beliefs that the markets are efficient, and investors are irrational.
Segment's clients are interested in long-term results, with an emphasis on risk and cost management, as well as sensitivity to tax issues. Our individual clients are typically entrepreneurs, corporate executives, or professionals, such as doctors or lawyers.
Segment's clients are interested in long-term results, with an emphasis on risk and cost management, as well as sensitivity to tax issues. Our individual clients are typically entrepreneurs, corporate executives, or professionals, such as doctors or lawyers.
Services
Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial success. We know investors often spend loads of time, money, and energy managing their wealth without seeing the results they want.
Markets accurately price all known information virtually instantaneously and also very quickly and accurately provide a "handicapped" consensus view about expectations for the future. Investors tend to go with the crowd, despite the crowd's miserable track record. The group-think tendency to buy what has already risen and sell what has already fallen has been a precursor to every financial disaster.
While Segment operates as a full-service wealth management firm, we also have an asset management business tucked within, in order to keep clients from having to pay additional fees to third parties for asset management services. Most wealth management firms use mutual funds, which not only often produce bad tax outcomes for clients, but can also significantly increase client costs.
We offer employees unlimited charitable gift matching to charities that are consistent with the firm's values. We also assist clients in executing strategic giving programs that maximize the benefits to the client and the charities they support. Gil is an advisory board member of the National Christian Foundation - Houston.
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