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Catherine Paddock Crain is an investment advisor representative at Fayez Sarofim & Co. Catherine has been with Fayez Sarofim & Co. since November 2003. Catherine is also a registered representative of Sarofim Trust Co. and Sarofim International Management Co. Catherine is a Chartered Financial Analyst. Catherine holds a Series 65 license and is registered with the state of Texas. Catherine specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
06/27/1997 - Present
Fayez Sarofim & Co. (HOUSTON TX)
IA
Issued 02/03/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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