Outlook Wealth Advisors LLC
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, Singapore, China, India, Brazil, France, Italy, United Arab Emirates, Spain, Mexico, South Korea, Saudi Arabia, South Africa, Russia
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Transportation
- Consumer Services
- Basic Materials
- Consumer Non-Durables
- Consumer Durables
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2006
Outlook Wealth Advisors LLC is a financial advisory firm based in Shenandoah, Texas, specializing in comprehensive wealth management services. The firm manages approximately $296.28 million in assets across 657 client accounts, providing services such as financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Their investment portfolio is diversified across various asset classes, including exchange-traded securities, investment and business development companies, and cash equivalents. The firm operates in Texas, Florida, and Oklahoma, with offices in Shenandoah and Houston. Founded in 2006, Outlook Wealth Advisors LLC is registered with the SEC and holds an A+ rating from the Better Business Bureau. The firm's founder and principal owner is Mr. Allen Neuenschwander, a Certified Financial Planner (CFP®).
Requirements
- Minimum initial investment of $250,000 for portfolio management services
- Financial planning services fees range from $2,550 to $5,000 or hourly rates of $200 to $400
- Clients have the option to introduce restrictions on investing in certain asset classes
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Contact Number Hidden]
Portfolio Companies
- Nvidia Corp
- Stewart Information Services Corp
- Apple Inc
- Microsoft Corp
- Exxon Mobil Corp
- Alphabet Inc
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