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What services do you offer?
- Fiduciary Asset Management
- Retirement Planning
- Social Security Income Planning
- Annuities
- Texas ORP/TDA Fiduciary Asset Management
- Equities
- Mutual funds
- ETFs
- Bonds
- Options
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Options
Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.
Discretionary Asset Management
As a registered investment advisory firm, we use our skills as portfolio managers to align clients’ personalized financial goals and risk tolerance. The overarching goal is a well-diversified portfolio with rigorous combinations of aforementioned asset classes and strategies including: strategic and tactical asset allocation alongside quantitative, qualitative, technical, and macroeconomic analysis.
Estate and Tax Planning
Our clients work hard to accumulate wealth and establish a legacy of positive change in the world. We assist clients to register and structure their investment portfolios in a tax efficient and effective manner for transferring wealth to heirs and charities, with the help of our clients’ attorneys and accountants.
Retirement Planning
Retirement planning involves goal assessment, inventorying retirement assets, projecting social security income, and scoring the likeness of meeting these objectives and at what age the client can retire. We use specialized retirement planning and Social Security optimization reporting software.
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Notable people shown are: Kevin O'leary (Shark Tank), Robert Herjavec (Shark Tank), Michio Kaku (Nobel Prize Physicist) Henry Winkler, Vince Papale, James Olsen, Zach Ipour, Amarillo Police Assistant Chief Jimmy Johnson and Master Chief William Smith, Ret. In addition to the family and staff of TBIA: Haleigh Caldwell, Kelley Grayless, Mubashir Subhani and Brian Keith Moon.
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Brian Keith Moon, RSSA Wealth Manager, and Chief Compliance Officer
Brian is a Registered Social Security Analyst and has a Certificate for Financial Planning from Boston University. With over20 yearsof financial industry experience he has previously worked with institutions such as AIG, Edward Jones, BrokersXpress, ISC Group, and SCF Investment Advisors Inc. He was privileged to ring the closing bell at the NASDAQ in 2013. Additionally, Brian has been the recipient of many industry awards.
Brian has been involved in philanthropy and civic activities with the Hale Center Emergency Medical Services (EMS) and in prison ministry.
Brian extensively fundraised and successfully applied for grants on behalf of the Hale Center EMS raising more than $210,000 and sat on its board of directors. He was a finalist for the ‘Invest in Others’ community service award for his work with Hale Center EMS.
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Mubashir Subhani, RICP Wealth Manager and Managing Partner
Graduated from Texas Tech University Bachelor of Arts in Economics and Political Science from the Honors College and College of Arts and Science, Cum Laude. He has also earned the prestigious, Retirement Income Certified Professional (RICP) designation.
Mubashir has had extensive professional experience interning with West Texas Investment Advisors as Equity and Derivatives Portfolio Research Analyst, Citibank Pakistan: Sales and Trading Fixed Income and FX Derivatives, Bancolombia Colombia: Strategy Consulting and High Impact Entrepreneurship with Agricultural Finance Policy, and Jobin.es Spain: Data and Business Research Analyst. Mubashir speaks 4 languages.
He has volunteered with the Ronald McDonald House, United Way of Amarillo and Canyon, and Texas Board of Directors Parks and Recreation Advisory Board for the City of Amarillo.
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Account types may include retirement accounts, trusts, and/or individual/joint brokerage accounts. We also offer advisory services for Texas ORP/TDA 403(b) accounts held with Fidelity Investments at Colleges and Universities through Crown Capital Securities, LP.
Advisory Services Offered through Toro Bravo Investment Advisors, LLC, a Registered Investment Advisor. Securities offered through Crown Capital Securities, LP Member FINRA/SIPC. Investment Advisory Services also offered through Crown Capital Securities, LP. Crown Capital Securities, LP and Toro Bravo Investment Advisors, LLC are separately owned and operated. Live Insurance and Annuities are not sold as a fiduciary and are offered by the advisor as an Insurance Agent.
Toro Bravo Investment Advisors, LLC Form ADV 2A
Brian Keith Moon Form ADV Part 2B
Mubashir Subhani Form ADV Part 2B
https://www.sec.gov/
https://brokercheck.finra.org/
© 2020 Toro Bravo Investment Advisors, LLC. All Rights Reserved.