Who We Are

One Room With One Goal….You

Your money management team all sit in the same room. Literally, we can turn around and discuss your portfolio as a team at a moment’s notice. We can set up a client meeting in person or over a video call to review your portfolio together.

R. Todd Owens, CFA

President/Portfolio Manager

Todd earned his BBA in Financial Services from Baylor University in 1992. He earned the Chartered Financial Analyst (CFA) designation in 1999 and is past president and board member of the CFA Society of Oklahoma. On Wednesday’s at lunch time (since the market crash of 2008), “Mr Todd” reads to kids at Positive Tomorrows (a school for homeless children). He has served as Chair for the board of Young Life of Oklahoma City. Currently he is on the board for Young Life Latin America. He and his wife Candyce have 4 children. They enjoy travelling to Central & Latin American and practicing their “Spanglish.”

Let's focus on the rest of the team!

Alvin Ly

Investment Analyst

As a second-generation immigrant, my goal had always been clear: Work hard to create a better life for my family. In 2012, I graduated with a degree in finance from Oklahoma City University and have recently passed level III of the CFA examinations. I became interested in investments because I believe that it can be considered a universal language that can be applicable around the world.

Interests:

I am a foodie. Consumption and Cooking. (The process is just as important as the results).

Live music. Just started to play the keyboard.

Video/board games

Bonfires

Jackson Case

Analyst

Jackson grew up in Norman and recently graduated from UCO with his BBA in Finance. He and his Fiancé Abigail are both very competitive with a passion for all sorts of games and puzzles. He builds his own computers and keeps multiple Rubik’s Cubes on his desk because he loves to know how things work. They and their three cats live in Edmond.

Interests:

All types of games

Puzzles (all kinds)

Comics – Prefers DC over Marvel

Not FDIC Insured. Not Bank Guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.