Hurwitz Associates, Inc.

John Havenar is a financial advisor with Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Hurwitz Associates since 2016. Outside of his advisory role, he manages residential rental properties and is involved in health and life insurance sales through separate business activities. Hurwitz Associates provides personalized investment management to individuals and high-net-worth clients, focusing on asset allocation based on Modern Portfolio Theory. The firm emphasizes long-term discipline, limited trading, and integrates outside assets into client portfolios.

Ian Hurwitz is the president of Hurwitz Associates, Inc. in Houston, TX, where he has worked since 2004. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to founding Hurwitz Associates, he was with TCFG Wealth Management, LLC in 2016. Hurwitz Associates provides personalized investment management services to individuals and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory with individual securities and ETFs. The firm emphasizes long-term discipline, limited trading, and integration of outside assets within discretionary accounts.

Abdurrahman Naser is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Hurwitz Associates since 2012 and previously worked at TCFG Wealth Management, LLC in 2016. Hurwitz Associates provides personalized investment management to individuals and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term discipline, limited trading, and integrates outside assets into client portfolios.

William Hughes Jr. is a financial advisor with Hurwitz Associates, Inc. in Houston, TX. He holds Series 63 and Series 65 licenses and has 54 years of industry experience. He has been with Hurwitz Associates since 2016. Hurwitz Associates provides personalized investment management to individuals and high-net-worth clients through separately managed accounts. The firm focuses on asset allocation using Modern Portfolio Theory, emphasizing long-term discipline and limited trading, with discretionary account management and third-party custody.

Samuel Epstein is a financial advisor with Hurwitz Associates, Inc., holding Series 63 and Series 65 credentials and over 38 years of industry experience. Prior to joining Hurwitz Associates in 2024, he worked at Kestra Financial Services, Lighthouse Planning LLC, and NFP Advisor Services. Outside of financial advising, he serves as COO of TGI Solar Power, a company focused on smart city construction and environmental monitoring, and holds leadership roles in consulting and nonprofit boards. Hurwitz Associates provides personalized investment management to individuals and high-net-worth clients, emphasizing asset allocation through Modern Portfolio Theory with individual securities and ETFs. The firm manages accounts primarily on a discretionary basis and focuses on long-term discipline with limited trading.