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(713) 840-9300   Get in Touch

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(713) 840-9300   Get in Touch

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Our Client Letters

Each quarter we send our clients performance and asset allocation reports. Included with these reports is a cover letter with our comments on the economy and stock market. See prior letters below:

  • 2025 - 1st Qtr
  • 2024 - 4th Qtr
  • 2024 - 3rd Qtr
  • 2024 - 2nd Qtr
  • 2024 - 1st Qtr
  • 2023 - 4th Qtr
  • 2023 - 3rd Qtr
  • 2023 - 2nd Qtr
  • 2023 - 1st Qtr
  • 2022 - 4th Qtr
  • 2022 - 3rd Qtr
  • 2022 - 2nd Qtr
  • 2022 - 1st Qtr

Office

24 Greenway Plz 
Houston TX 77046

Contact Info

P: (713) 840-9300
F: (713) 840-0012
E: loyd@stegentequity.com

     

Get in Touch

This firm is not a CPA firm. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and is believed to be factual and up-to-date. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Nothing in this website should be construed as investment advice and does not take into consideration your specific situation. All investments involve risk. Past results do not guarantee future performance.

© 2025 Stegent Equity Advisors, Inc. All rights reserved.