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SERVING HOUSTONIANS AND SURROUNDING AREAS SINCE 2002
Founded in 1991, Beta-Management is an investment advisory firm that implements a long term capital growth strategy, primarily value-oriented investing, recommending the stock of companies that appear under-valued relative to either their market price or future prospects. This in tandem with competitive fee-only pricing of services and personal attention to client needs and goals further solidifies its client-focused presence in the market.
Errol Martin is a Houstonian and a registered Investment Adviser with an MBA in finance, economics, and accounting from Tulane University’s Freeman School of Business. Soon after graduating, Errol became a financial consultant at Merrill Lynch. While at Merrill, he further honed his keen analytical skills. But the adviser-client relationship was paramount to him. He soon discovered that this level of client care was difficult to achieve in a sales oriented office environment. And, Errol wanted to focus on independent counseling, catering exclusively to the needs of his clients, not just selling investments. Beta Management was thus conceived and since 1991 it has provided impeccable client services, while encountering an array of volatile economic cycles. This unique approach has successfully prevailed through the Dot Com Bubble, the recent Great Recession, and the eight years of significant economic and regulatory uncertainty from 2007 to 2015, all while maintaining a stunning 90% client retention rate.
Accounts serviced include: individual, joint, and retirement (Brokerage, IRA’s, SIMPLE’s, Roth’s, company 401k’s, and Individual 401k’s, TIAA-CREF’s, United Pilot’s 401k’s, and Trusts).
FROM THE ADVISER:
I've managed investments for clients since 1990; and since then I’ve viewed my work as collaborative, working side by side with clients for their benefit, along with Charles Schwab as our invaluable resource for cost effective custody and trading. Throughout this site you will see the term "we" more often than "I" in describing the advisory services of Beta Management Consulting. That’s because investment success is a team effort, working with clients in their best interest.
To learn more about us, check out our About Page.
An independent, personable advisor and the full service of Charles Schwab... Because success is not a coincidence.