Renee Lofland
  • Female
  • Houston, TX
  • United States
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  • Nita  Cosby
  • Clint Brinkley
 

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Profile Information

How did you hear about this site InHouston?
A friend/participant
Industry
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
uptown/galleria
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,
InHouston
Nancy Johnson
said…
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.
Nancy
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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