3418 Olsen Boulevard
Did you know 96% of American households lose out on $111,000 or more in Social Security benefits because of claiming mistakes? *According to the RSSA
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Toro Bravo Investment Advisors, LLC is a State of Texas Registered Investment Advisor. The founders are Mubashir Subhani, RICP and Brian Keith Moon, RSSA. The goal was to create a place to serve their clients’ interests without the influence of Big Wall Street business quotas, conflicted business objectives, and proprietary products.
As Independent Wealth Managers, we follow the discipline of guiding clients through Retirement and Social Security Planning. Because advice is based solely on our client’s individual best interest, it is important to have all the tools to manage our clients’ wealth.
As a fiduciary, Toro Bravo Investment Advisors, LLC will use our clients’ family situation, financial profile, risk profile, and long-term objectives to make prudent investment decisions for retirement and investment accounts. We do not embrace the strictly fee only business model because this eliminates financial tools that could be used to improve our clients’ individual situation.
When it supports lifetime income strategies, investment opportunity, or wealth preservation, Annuities, Life Insurance, or other investments will be used but as a non-fiduciary, non-captive, and as Independent Agents/Brokers through our non-affiliated Broker/Dealer relationship with Crown Capital Securities, L.P. All conflicts will be clearly disclosed, and our clients’ best interest pursued.
This multi-registration (fiduciary and non-fiduciary) approach permits us to use all the investment tools in serving our clients’ best interests. That is to tailor investments and investment products to our client’s individual needs and objectives. Our Investment Policy Statement document and (if executed) a Retirement Plan creates clarity of purpose, a goal of planned risk reduction, and direction.
Our goal is to be qualified wealth managers, trusted advisors, and good stewards of our clients’ precious invested funds by serving the investment community with honor and distinction.
Wealth Manager and Chief Compliance Officer
Executive Office Manager
Wealth Manager and Managing Partner
Our most important consideration? You. We work with you to create retirement plans tailored to your needs and believe in preparing for all of life's curveballs. A retirement plan provides clarity in your investment decisions.
The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."