Below you will find links and information on the key partners we work with, on a day in – day out basis.  Like everyone, they are not perfect, but we have found over time they tend to deliver the most service and product to their customers.

As such, we at Newman Asset Management work with them to insure you get the most well-rounded investment plan possible. We felt that with some many so called gurus and experts out there trying to sell the next get-rich-quick package or seminar, we would instead work with a team of partners who deliver quick, consistent, and ethical products and services. We believe this is the only way to go about working with someone’s investment dollars for the long term.

American Estate & Trust continues to offer top custodial services for self-directed IRA, IRA-LLC, Enterprise 401(k)™, and Trust clients. Need a cost effective  custodian? Need to move money fast on an investment? Want quick turn-around on questions? AE&T is your answer.

Looking for that accountant that is all business on the inside – knowledgeable, thorough, efficient – yet personable and friendly when discussing matters? Then you are looking for the services of Constantine “Costis” Sotiriades. He will provide you with the needed care and attention your business deserves.

Need a bank that will work hand-n-hand with an IRA-LLC or self-directed 401(k) client? Contact David Williams at Green Bank and he will get things moving for you. A good banking relationship is key with both investment and retirement funds.

Every team needs some legal expertise right at their side to handle the mainstream legal matters of business. When you need yours, contact Trey Henderson at Hengst & Henderson, PC, to get top notch legal representation, service and advice. Litigation is not the way to solve every legal problem and they know you are looking for a solution, not a long, drawn out battle with high costs.

Looking for that bank that is ready to work with a small, new, or expanding business? Do you have a track record, but need some help getting to the next level? Contact Kai at Icon Bank and get the personal attention you and your business deserve.

They are a respected real estate investing and mentoring group that can assist you with single family and multi-family investing in the Austin, Dallas, Houston, and San Antonio markets. Don’t go it alone – let them help you get the education you need.

The experienced team at McConnell & Jones LLP serves a broad section of the business industry, state and local government agencies and nonprofit organizations through a combination of assurance services that includes audits, review examinations, and compilations. McConnell & Jones LLP has a strong foundation built on integrity, trust, and sound character, on which people come first and the needs of their clients are of utmost importance. Their commitment to excellent client service is reflected in the involvement of upper-level managers with client accounts on a day-today basis.

  • National Association of Financial and Estate Planners (NAFEP) – www.nafep.com

NAFEP is the recognized leader in retirement & estate planning products and services. We work exclusively with the legal and estate experts at NAFEP to provide our clients with the best retirement & estate planning products and tools. With their help, we will help you grow your retirement dollars, protect it from unscrupulous parties, and pass it on to future generations.

Need some expert legal advice around retirement law? Are you putting together a large investment that needs to be in compliance with SEC regulations? Then you need the expert legal council provided at Strasburger & Price, LLP. Like Newman Asset Management, be a leader in your investment field of choice and let a competent 3rd party legal team provide you, and your investors, with the expert analysis and council when needed to protect your assets.