Renee Lofland
  • Female
  • Houston, TX
  • United States
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  • Photos
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Renee Lofland's Friends

  • Nita  Cosby
  • Clint Brinkley

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Profile Information

How did you hear about this site InHouston?
A friend/participant
Financial Services
Niche (Services/Products your company provides:)
Financial planning, asset protection and investment recommendations
About Me:
Prior to moving to Houston, I resided in San Antonio for approximately 25 years. I'm a graduate of the University of Texas at San Antonio, and a recipient of the Texas Governor's Recognition Award (High School) from former Governor Ann Richards.
City, State
Houston, TX
Area of Houston
Open Networker?
not sure
Servant Leader, Give It First Networker?
not sure
Have Attended Live InHouston Netweaving Events (ever):
no, going to the next one
Perfect Client
Businesses and individuals with net investable assets of $100,000 or more.
Target Market(s)
Businesses and individuals that are looking for short-term and long-term cash management, liquidity, and income needs.
Urgent Needs and Compelling Desires of Target Market(s)
Short-term volatility guidance and long-term asset growth.
Opportunities said Target Market(s) would love to invest in
Short-term, laddered, governtment bonds for cash management/income needs and actively managed portfolios that mitigate market volatility risks while generating a steady stream of income.
Benefits of investible opportunities to Target Market(s)
Research backed guidance, actively managed portfolios and investment recommendations that are "buy" rated.
"Other interests" (Traveling, wine, books, etc...):
Choir, books, history.
What does your company do to focus on its purpose?
My investment firm provides some of the most highly rated and respected research on the Street.

Comment Wall (5 comments)

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At 2:18pm on September 12, 2010, Trina Maxwell, LMT, MMP, MTI said…
Welcome, Renee!
At 10:21am on August 11, 2010,
Nancy Johnson
Hi Renee
Welcome to InHouston! I'm looking forward to meeting you face to face at one of our events! I would love to hear more about what you do and see how I can help you.
At 8:36am on August 10, 2010, Nita Cosby said…
Welcome to In Houston. I am looking forward to seeing you tomorrow at the networking event.
At 11:04pm on August 9, 2010, Lea-Ann Gee said…
Howdy Renee!!!
At 4:16pm on August 9, 2010, Dianne Gilbert said…
Welcome to InHouston Renee! It's a great place to network! If I can be of any help, please let me know how.


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