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At PRAETORIAN Private Wealth
We provide financial services and strategies for ultra-affluent individuals and families. Based in Austin, Texas, we cater to clients nationwide who value our emphasis on diligent investment management, asset preservation, and holistic financial strategy. We coordinate a multi-faceted approach to managing and preserving clients’ wealth by working closely with their legal and tax advisors.
How We Invest For You
At PRAETORIAN, we take an active role as stewards of clients financial lives. We believe investment management should not simply devolve to third-party managers. Instead, we actively manage investment portfolios as a component of a client's overall investment strategy. By actively participating in the markets, we gain critical insight into the nature and timing of market movements, enabling us to make tactical moves in a disciplined and prudent manner.
We are patient investors, but the fast pace of today's financial markets can result in a narrow window of opportunity; we seek to position clients to seize that opportunity while mitigating risk and without falling victim to the latest fad or bubble. We complement these portfolios with world-class alternative investments* including private credit, private equity, private real estate, and structured products. We customize each client's strategy to prioritize capital preservation, income, and growth.
Our Personalized Approach To Your Unique Wealth Management
At PRAETORIAN, we combine our experience with LPL’s extensive research and specialized wealth teams to deliver strategies tailored to you and your family’s needs. Complex wealth requires sophisticated solutions including forward-looking scenarios for multi-generational wealth transfer, trust structures, and philanthropic giving.
For business owners it’s not just personal, and we provide transaction, tax, exit and succession strategies. Corporate executives rely on us to deliver guidance on equity compensation including RSUs, stock options, and deferred compensation. All in, we help you create an on-going plan with a goal of optimizing, aligning and ensuring your financial independence across personal, business, investment, and retirement.
PRAETORIAN Private Wealth - A Valuable Partnership For You
The Praetorian Guard of the Roman Empire was the most elite defensive fighting force of the ancient world. Comprised of only the most skilled Roman soldiers, and tasked with safeguarding the Emperor himself against all possible threats, the Praetorian Guard set history's standard for security, agility, and vigilance.
Envisioned for more than two decades, PRAETORIAN Private Wealth embodies this historical dedication to service. Within the financial context, we promise the same adamantine and disciplined commitment to our clients.
Meet Our Advisors
Rick A. Fuchs, CIMA®
Managing Director, Financial Advisor
Graham P. Heck, MBA
Senior Vice President, Financial Advisor
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*Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.