Andersen

Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not‑for‑profit endowments. The firm offers investment consulting that can be delivered as full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, and it frequently integrates those services with its tax, valuation, and other advisory work.

The firm operates as a non‑discretionary advisor: consultants develop written strategic investment plans and target asset allocations, recommend separate account managers, mutual funds, and other vehicles, and assist with implementation, monitoring, and rebalancing while clients retain final execution authority. Andersen uses portfolio optimization tools and consolidated performance reports that compare portfolios to target allocations and managers to benchmarks and peers, and it prepares commentary on recent market and economic activity and outlook as part of its reporting.

Compared with many multi‑team peers, Andersen emphasizes client communications and reporting (consolidated performance reporting and market commentary) and uses forward‑looking asset allocation modeling that can underpin hypothetical or model projections in materials. The firm is also notable for its connections to other professional services: it provides integrated tax and advisory services and discloses that certain employees are partners in a Texas‑licensed accounting firm, while maintaining that the accounting firm is a separate entity.