Wealth Management

Oil, Gas and Mineral Management

We offer professional assistance and expertise to effectively manage your mineral assets. We manage properties in almost every producing state in the country, and work to maximize annual revenue, reduce overhead costs, improve customer service and reduce compliance concerns associated with each property.

Management oversight allows us to:

Negotiate purchase or sale of mineral interests
Negotiate leases, farm-outs, seismic agreements and other exploration and production contracts
Receive, process and deposit of production and revenue checks
Monitor revenues and expenses
Evaluate and pay property taxes and protest valuation when necessary
Carry out asset inventory and control division order analysis

Farm & Ranch Asset Management

Real Estate Asset Management

Investment Management

Trust Administration/Corporate Fiduciary

Estate Planning

Perform annual due diligence of all oil/gas properties including analysis of production volumes, commodity pricing and leasing activity
Market unleased mineral properties
Research and recover escheated funds and funds held in suspense
Manage non-petroleum mineral assets such as Uranium and Coal

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE