Houston RIA Summit

The inaugural Houston Summit is a one day meeting of 100+ independent registered investment advisors based throughout Texas and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

Portfolio Summits content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Joins us as we build industry and community.

Event Venue & Nearby Stays

JW Marriott Houston Downtown, 806 Main Street, Houston, United States