Who We Are. Our Background.

Managed Financial Services Corporation, Inc. is a Texas-based company available for consultation in all 50 states. We were established to provide comprehensive financial management services for educators, small and large businesses and individuals. Since 1986, the company has established a good record of sound management of retirement programs and has demonstrated the value of asset management in actual client accounts. The Managed Financial team has the expertise and experience you need to pursue your financial goals.

 

Over the years, clients across the United States, including Alaska and Hawaii have chosen the active portfolio management offered by Managed Financial. The firm provides customized mutual fund portfolios, 401(k) portfolios, and asset allocation programs for its clients, based on each client's specific objectives.

 

Managed Financial is registered to provide services in the following states:

  • Louisiana

  • Texas

  • North Carolina

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Management Difference.

Managed Financial provides investment management services on a discretionary basis.  The Firm provides customized mutual fund portfolios, 401(k) portfolios, and asset allocation programs for its clients, based on each client’s specific objectives.

Managed Financial obtains information on each client including objectives and goals in the client agreement and the Firm uses this information to tailor the advisory services to each client.

Our Investment Team

Our Service Team

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