Upstream Investment Partners

Lake Hills Wealth Management is a fee-only Wealth Management firm based in Austin, Texas with a combined 50+ years of experience. We specialize in helping high-net-worth families achieve and maintain financial freedom by actively adjusting portfolio risk while delivering proactive planning and advice.

More than money, your wealth is a reflection of a life's work and the foundation for everything you and your family have yet to do. When you're a Genesis client, you'll experience a level of service and personal attention that's hard to find elsewhere. Each Wealth Manager on our team serves only a select group of clients, which allows them to keep their focus on your goals and how we can help you pursue them.

Hoisington Investment Management Company (HIMCo) is a federally registered investment adviser based in Austin, Texas, managing over $3 billion in assets for various institutional clients. Specializing in long-term investment strategies, HIMCo focuses solely on U.S. Treasury securities, including pension and profit sharing plans, charitable organizations, and insurance companies. As the sub-adviser for the Wasatch-Hoisington U.S. Treasury Fund, HIMCo offers a no-load mutual fund distributed by ALPS Distributors, Inc., catering to investors seeking a conservative approach to wealth management through the stability of U.S. Treasury securities.Generated from the website