- Building long-term investments in great companies since 1992
$
0
MM+
Building long-terminvestments in great companies since 1992
Fruth Investment Management is a Houston-based, SEC-Registered Investment Advisor founded in 1992 to serve high net worth individuals, families, and trusts.
Welcome To RJ Fruth
We are a Houston-based, SEC-Registered Investment Advisor
Today, we manage over $400 million in assets across a diverse client base.
- Individualized Portfolio Construction
- Preservation-Centric Philosophy
- Fiduciary First, Always
- Demystifying Financial Advice
- Built on Trust, Powered by Experience
Many Years Of Experience Of Our Team, Will Help You Quickly And Effectively Solve Your Problem
Call for Consultation
(713) 464-2283
Founder Fruth Investment Management
Achieving and maintaining a healthy financial picture is an ongoing process. We focus on building strong long-term relationships with you, adapting your portfolio as your financial circumstances and investment objectives evolve.
Our investment approach is simple: For stock exposure, we invest primarily in individual stocks rather than mutual funds or ETFs, which incur additional expenses (or sometimes sales loads in the case of mutual funds). This means that you own shares in companies directly rather than shares in a mutual fund or ETF.
Our turnover is low, as we look for stocks with long-term price appreciation potential and average and/or growing dividends rather than those we can trade for a quick profit. For current income, we use a combination of bonds and money market funds in addition to dividend paying stocks.
Fruth Investment Management
Your Trusted Partner in Wealth Preservation
Since 1992, Houston-based Fruth Investment Management, an SEC-Registered Investment Advisor, has managed over $400 million for high net worth clients using a preservation-focused, low-turnover strategy. As fiduciaries, we provide clear, individualized guidance, earning multi-generational trust over three decades.
Fruth Investment Management
Your Path to Financial Success
At our core, we are dedicated to empowering you to achieve financial clarity and success. Whether you’re seeking to strengthen your financial foundation, plan for future milestones, or navigate complex financial decisions, our personalized approach ensures that your unique needs are met.
-
Evaluate Your Financial Starting Point
We conduct a thorough assessment of your current financial situation, including income, expenses, assets, and liabilities, to establish a clear and comprehensive baseline for your financial journey.
-
Design Your Financial Roadmap
We collaborate with you to define your short-term and long-term financial goals, creating a customized workplan that outlines actionable steps and coordinates with other financial professionals, such as accountants or attorneys, to ensure a cohesive strategy.
-
Implement and Monitor Your Plan
We guide you in executing the workplan with discipline, providing ongoing support to maintain commitment, regularly monitoring your progress, and adjusting your goals or strategies as life circumstances or market conditions evolve.
Expert Guidance from Decades of Experience
At RJ Fruth Investment Management, we’re here to guide you with personalized strategies tailored to your goals. Contact us today to schedule a consultation and discover how our experienced team can help you build a secure, confident path forward.
Our Team
Fruth Investment Management
Led by Richard J. Fruth with over 50 years of experience, RJ Fruth Investment Management has provided personalized financial planning and tailored stock portfolios since 1992, guiding you toward retirement and estate planning goals with confidence.
Richard J. Fruth
Founder and President
Richard J. Fruth
Founder and President
Drew Kitty
Wealth Advisor & Chief Technology Officer
Drew R. Kittey
Wealth Advisor & Chief Technology Officer
Kymberly B. Watson
Client Service and Operations Specialist