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Karen Herbst Tass

Garcia Hamilton & Associates LP

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About Karen Herbst Tass

Karen Tass is an Investment Advisor Representative at Garcia Hamilton & Associates LP. Karen has been working in the financial industry for over 12 years. Karen holds a Chartered Financial Analyst designation and has specializations in Fixed Income, Equities, Mutual Funds, and ETFs.

Firm Information

Karen Tass is currently registered with Garcia Hamilton & Associates LP. Garcia Hamilton & Associates LP is an investment advisor based in Houston, Texas. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $20 billion in assets for clients, including insurance companies, investment companies, charitable organizations, state and municipal government entities, and pension and profit-sharing plans.
Garcia Hamilton & Associates LP

5 HOUSTON CENTER

HOUSTON, TX 77010-4037

$20.24B

Assets Under Management

449

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Karen Tass’s Registration & Firm History

TX

11/14/2017 - Present

Garcia Hamilton & Associates LP (HOUSTON TX)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Herbst Tass.
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