Who we are
Fruth Investment Management is a Houston-based, SEC-Registered Investment Advisor founded in 1992 to serve high net worth individuals, families, and trusts. Today we manage over $250 million in assets across a diverse client base.
We are independently owned. with no brokerage affiliations, and, as such, are bound by the financial services industry’s highest standard of fiduciary duty. We are a fee-only advisor and do not receive any compensation in the form of sales commissions.
Our Philosophy
⦁ Focus on individual stocks – Our main business is managing money for our clients. We believe a thoughtfully constructed mix of individual stocks, bonds and cash should be the cornerstone of every investment portfolio. Knowing what companies are in their portfolios gives our clients a stronger connection to their investments and a greater ability to stick to their long-term plans.
⦁ Individuality – We build strong relationships by recognizing that each client is unique in terms of financial goals, learning style, desired degree of involvement, and communication preferences.
⦁ Simplicity – We help clients simplify and organize their financial lives to give them greater peace of mind. We provide task Lists and action plans as appropriate to help them accomplish their goals.
⦁ Demystifying Financial Advice – The world of investments can be a confusing place for many people. The designations of Financial Advisor, Wealth Management, Investment Management are often used by various types of financial service professionals. Through ongoing dialog, we make sure that our clients understand what we can do for them and what fees they are paying.
⦁ Education – We believe in providing our clients with the education they need to be empowered investors. We welcome your questions!