Our Services

Full Range

At Tevis Investment Management, we offer a full range of comprehensive financial planning services. We are completely independent with an extensive background in handling all aspects of investment planning for high net worth individuals as well as institutional accounts.

Holistic Approach

We use a holistic approach to asset management and planning with the highest regard for integrity and moral values. With over 17 years experience in the industry, Tevis Investment Management has the competency to handle an extensive range of planning, from simple risk management to the most complex estate transfer strategies.

Contact

5700 West Plano Pkwy Suite 3800
Plano, TX 75093  (972) 971-2169

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