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Contact Me

Rob Lloyd, CFA

Lloyds Intrepid Wealth Management

The Woodlands, Texas

Explainer of markets, plans and portfolios.

Areas of Focus

  • Employee Stock Options
  • Estate Planning
  • Investing
  • Investment Management
  • Living in Retirement

About Me

Investing is simple; but the simple things are hard.

Buy low. Sell high. It seems so obvious and easy. As we all know, there is a lot more that goes into those decisions after you consider taxes, risk, investment time horizon and other factors. How do I invest wisely to generate a desired return? How do I know if I am taking too much risk? How do I structure my accounts to minimize taxes? When should current events affect my portfolio strategy? There are many details you need to get right.

We help people with precisely these problems. Our firm closely examines your savings, income, taxes, NUA, pensions, 401k, and a long list of additional elements critical for determining when and how to invest. That's just the first step. Turning it into a good portfolio is another all-important second step.

Our investment process begins with establishing the long-term asset allocation target, which is the blend of stocks, bonds, and cash. Asset allocation is routinely modified to improve the portfolio’s risk/reward profile, but this is done with your long-term investment goals in mind. We are big fans of low cost index investing. Every step of our investment process is based on solid research that we are happy to share with you. Additionally, we will spend a lot of time explaining the behavior of your portfolio.

We are here to listen to your concerns and explain how they will affect your investments. Reach out to us and we’ll be happy to talk.

281-402-8284 robert.lloyd@lloydsintrepid.com

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute

Location

1330 Lake Robbins Dr., Suite 560, The Woodlands, Tx 77380

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Fee Only
  • Hourly Rate

What to expect in the first meeting

We want to hear your story. How did you get here? Where do you want to go? When do you want to retire? After listening to you, we will outline the planning process and explain how it delivers a portfolio customized for your unique family situation. The first meeting takes about an hour.

Offers Investment Management

Yes

About our Firm

Our practice was created to deliver you a great value proposition. What does that mean from an adviser? Listening to your needs, explaining our recommendations and using the lowest cost options to build your portfolios. Cost and investment approach matter immensely. It's a pretty boring topic, but we love it and are happy to explain it to you!

Education

University of Notre Dame, BBA; University of Chicago, MBA.

Languages

  • English

Hobbies and Interests

  • Beach
  • Boating
  • Camping
  • Dancing
  • Family
  • Golf
  • Movies
  • Swimming

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Divorce
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Investors
  • Military

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