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New SEC Rule Marks Big Change in Investment Advisory Relations

Steve Kanaly — Fri, 03 Mar 2006 16:00:00 GMT

When seeking investment advice, most investors call a trusted financial adviser or stockbroker. If this happens to be the same person, investors should pay special attention to one of the biggest investment advisory decisions from the Securities and Exchange Commission in nearly 35 years.

Since Jan. 31, all United States brokerage firms that offer fee-based financial services have been required to clearly disclose whether an account is a brokerage account or an advisory account.

See attached .pdf for full article.

3-Mar-06 10:00 AM

HBJ Investments Forum: Four top financial experts share views in roundtable discussion

Houston Business Journal — Fri, 02 Sep 2005 15:00:00 GMT

At an Investment Forum hosted by the Houston Business Journal on July 21, financial experts shared their views on a variety of issues facing Houston investors.

Participating in the Forum were: Brad Dunn, Pin Oak Investment Advisors; Drew Kanaly, Kanaly Trust Co; Richard Leader, Burnham Asset Management; and Fritz Meyer, AIM Investments.

See attached .pdf for full article.

2-Sep-05 10:00 AM

Kanaly Trust Company Receives Enterprise Champion Award

Christine Hall, Houston Business Journal — Fri, 20 May 2005 16:00:00 GMT

Enterprise Champions are four leading businesses from among the Houston Small Business 100 that are set apart not only in growth and industry leadership but in benefits to employees, company culture and service to the community.

Companies considered for this award provided additional information about their philanthropic contributions, innovations and challenges. Eight finalists, selected by a review committee of the HBJ editorial department, were interviewed by representatives of Houston Small Business 100 sponsors in sessions moderated by HBJ Publisher John Beddow.

The 2005 Enterprise Champions are ChaseCom LP, Complete RX Ltd., Headworks Inc. and Kanaly Trust Co.

See attached .pdf for full article.

20-May-05 11:00 AM

What are some important considerations in evaluating an executive job offer?

Scott Hill — Fri, 29 Apr 2005 16:00:00 GMT

It's easy to compare two jobs, based on salary.

But benefits such as stock options, insurance, retirement plans, vacation and other perks all affect a job offer's value. With benefits packages growing more elaborate, these attributes are not easy to compare from one package to the next.

See attached .pdf for full article.

29-Apr-05 11:00 AM

SURVEY: As the baby boomer generation nears retirement, what are the best options for investments, and what role should the stock markets play?

Houston Business Journal — Fri, 04 Mar 2005 16:00:00 GMT

Continue a life-long program -- Drew Kanaly, Vice Chairman, Kanaly Trust Co.

Financial comfort is personal. It is not accidental. It is built, over time, through savings and compounding, and it requires a sense of future. Each person travels the path to retirement at a different pace. The beginning of a new year is a good time for any person to refocus on his financial future. The stock markets should play a role in most retirement plans. Stock investing, however, should be carefully planned in context with concentrations in other assets, company benefits and allocation of existing retirement savings.

4-Mar-05 10:00 AM

Steve Kanaly Named to Medical Economics Top 150 Financial Advisors for Doctors List for 2005

Medical Economics — Fri, 19 Nov 2004 17:00:00 GMT

After a thorough review process, Medical Economics has selected their top 150 financial advisors for doctors.

Steven P. Kanaly, CFP®, CTFA, CISP, NAPFA Registered Financial Advisor™ has made the list!

Please read the attached article for a full description of the selection process and a professional profile of Steve Kanaly.

19-Nov-04 11:00 AM

Range Rovers - Buying a Ranch is a Labor of Love, Often with the Emphasis on Labor

Constance Gustke, Robb Report Worth — Sat, 01 May 2004 16:45:00 GMT

Owning a ranch is a goal that beguiles many of us seeking beautiful surroundings that encourage strong values such as the importance of hard work, individualism and conservancy. But these properties are not for dilettantes: Before purchasing a ranch, we need to weigh whether the benefits we expect will outweigh the large investments in capital, time and effort that ranching requires.

See attached .pdf for full article.

1-May-04 11:45 AM

Kanaly Receives BBB Award of Excellence

Houston Business Journal — Mon, 19 Apr 2004 15:00:00 GMT

A pioneer of the independent trust company and pure fee-only financial planning, Kanaly
Trust has experts in tax, law, investments, real estate, mineral interests and more. Family owned and operated since 1975, Kanaly actively manages and oversees billions in assets for individual clients.

As a recognized leader in pure fee-only financial planning, Kanaly does not sell any financial products. This allows them to make objective recommendations and take action totally in a client’s best interest. The Kanaly Way is based on multi-generational planning, implementation and ongoing maintenance. Retention of key personnel ensures continuity of services. Congratulations to Kanaly Trust Company, 2004 Awards for Excellence recipient in the Medium Business category.

19-Apr-04 10:00 AM

Consider full range of ramifications when appointing fiduciaries

Deane Kanaly — Fri, 05 Mar 2004 16:00:00 GMT

Serving as a fiduciary is truly an awesome responsibility that one should neither accept nor bestow lightly.

People often appoint fiduciaries and accept fiduciary roles - as executors, trustees, guardians of minors and corporate board directors - without carefully considering all the personal, financial, legal, and emotional ramifications of their choices. There are even cases in which fiduciaries have been named without being informed of their appointment, leaving them with potentially no moral obligation to serve.

See attached .pdf for full article.

5-Mar-04 10:00 AM

Baylor Honors Nine Texas Family Businesses

Alan Hunt — Mon, 21 Oct 2002 14:00:00 GMT

Family businesses from Waco, Belton, Houston, Corpus Christi, Mount Pleasant, Miles and Livingston were honored Oct. 17 as winners in the 13th annual Texas Family Business of the Year competition, sponsored by Baylor's Institute for Family Business.

The awards were presented by Dr. Terry Maness, dean of the Hankamer School of Business, and J. David Allen, director of Baylor's John F. Baugh Center for Entrepreneurship, at a banquet held in the Barfield Drawing Room in the Bill Daniel Student Center.

Read full story on the Baylor University web site.

21-Oct-02 9:00 AM

Kanaly Trust Appoints Sharon Pearson as Chief Operating Officer

noemail@kanaly.com — Tue, 08 Jul 2008 16:00:00 GMT

In her new position, Pearson will oversee all day-to-day operations at Kanaly. She will be responsible for the overall development, design and improvement of client service at the company.

“Sharon’s breadth of experience and strong leadership abilities, combined with her longevity with our company, make her an ideal fit for moving the company forward in accordance with our strategic plan,” Chairman and CEO Drew Kanaly said.

Pearson has been with Kanaly for over 12 years. She previously served as Senior Vice President, Human Resources, a function she will continue to oversee.

Pearson is a member of the Society for Human Resources Management (SHRM), HR Houston, and holds a Professional in Human Resources (PHR) certification.

Kanaly Trust is a wealth management firm with approximately $2 billion in assets under management. In addition to asset management, the company provides comprehensive financial planning and trust/estate services to families, individuals and estates with assets in excess of $1 million. The firm is independent of any banking or corporate relationships and does not promote specific financial products or services. Kanaly also serves as the trustee or executor for estates totaling more than $2.5 billion, and works with clients worldwide. Based in Houston, Kanaly Trust was founded in 1975 by Deane Kanaly. For more information, visit www.kanaly.com or call 1-888-4-KANALY.

Junior Achievement Raises Record Sum with Golf Tournament

noemail@kanaly.com — Fri, 11 Jan 2008 19:30:00 GMT

The Anadarko and Kanaly Trust Golf Classic raised more than $221,000 for Junior Achievement programs in the Houston region. The tournament was held on November 12, 2007 at the prestigious Champions Golf Club with more than 184 golfers participating. “We were so proud to sponsor this tournament and to raise record funds for Junior Achievement. Our employees support the program and really enjoy teaching students about business,” stated Jim Hackett, CEO of Anadarko Petroleum Company. Drew Kanaly, Chairman of Kanaly Trust Company commented, “sponsoring this tournament allows us to ensure that children in the Houston area will learn about our free enterprise system.” Additional sponsors for the tournament included Marimon and AT&T.

Proceeds from the Anadarko and Kanaly Trust Golf Classic will allow Junior Achievement to impact 195,000 students this school year. More than 9,000 corporate volunteers will enter kindergarten through 12^th grade to educate and inspire students to value free enterprise and understand business.

For more information about Junior Achievement programs and how you can make a difference in a child’s life, please call 713-682-4500.

Jeff Kanaly Named Volunteer Heart Ball Honoree

noemail@kanaly.com — Wed, 09 Jan 2008 19:00:00 GMT

Jeff Kanaly has been named Volunteer Honoree for the 2008 Northwest Harris County Heart Ball, and the American Heart Association has chosen to honor the philanthropic legacy of E. Deane Kanaly by establishing a grant in his name. The Kanaly family’s support of the American Heart Association began with Deane Kanaly, who passed away in July of 2006. From the time my brothers and I were small my father taught us about the importance of giving our time, talents and financial support to worthwhile philanthropic causes, Jeff recalls. Over his 76 years, he gave selflessly to so many causes personally and professionally. He encouraged his friends and associates to give, and during his long tenure as a financial planner advised his clients to donate many millions, he continued. The Kanaly family has been committed through two generations in the mission of the American Heart Association, to reduce death and disability from heart disease and stroke. These two illnesses continue to be the...

Kanaly Trust Honors Stewart Family with Philanthropic Award

noemail@kanaly.com — Wed, 26 Dec 2007 15:00:00 GMT

HOUSTON (December 21, 2007) – Houston-based Kanaly Trust Company, at their annual Holiday party on Thursday, Dec. 6, honored Douglass M. Stewart and his wife Patricia of Palm City, Fla., with the E. Deane Kanaly Philanthropic Award in recognition of their ongoing commitment and service to the community. The E. Deane Kanaly Philanthropic Award was created to preserve the memory of the late Deane Kanaly, long-time philanthropist and Kanaly Trust Company founder, by recognizing individuals who have made a substantial impact upon their community. The annual award is given to a client of Kanaly Trust Company who displays a strong personal commitment to the betterment of society. A $10,000 contribution to the honoree’s charity of choice is included with the award, which will be given to the Safe Space organization. Located in Martin County, Fla., Safe Space is an organization which provides emergency shelter for victims of domestic violence and their children. The Stewarts have spent...

Kanaly Trust Company Appoints Edward S. McCullough to its Board of Directors

noemail@kanaly.com — Tue, 04 Sep 2007 17:00:00 GMT

(HOUSTON) – Kanaly Trust Company has announced the appointment of Edward S. McCullough to its Board of Directors. McCullough will assume these new responsibilities starting in September.

McCullough is currently the Chairman of the Texas Children’s Hospital Foundation Board. He is retired from Vaughan, Nelson, Scarborough & McCullough, L.P., where he served as Managing Principal and President, CEO and Director of VNSM Trust Company. Prior to this, he was Founding Chairman and President of Breen Trust Company. During this time, he was also the Co-founder, President and CEO of Daniel Breen & Co., L.P.

“Mr. McCullough brings a wealth of experience in business and investment management to enhance our investment solutions in the future,” said Drew Kanaly, Chairman of the Board at Kanaly Trust Company.

McCullough is currently a member of the CFA Society of Houston and the CFA Institute. He was also Chairman of the Finance Committee for Christ Church Cathedral.

News - for clients

Wed, 10 Mar 2010 18:48:28 GMT

CNBC The Call February 16, 2010 - Greece's Market Impact CNBC Squawk on the Street February 8, 2010 - Bull vs. Bear CNBC Squawk on the Street February 5, 2010 - Get an Edge on the Markets Smartmoney.com January 14, 2010 - The Best Bets in the Oil Patch KanalyBlog Visit Chief Investment Officer James Shelton's blog for the latest on the markets and economy. FREE Subscribe to KanalyBlog Resources Having problems logging into Account Access? Account Access User Guide Email Our Help Desk To see PDF files, get Adobe Acrobat To see videos, get Wave Movie Player

Media Appearances

Tue, 09 Mar 2010 19:28:23 GMT

Dailyfinance.com - February 22, 2010 - How to Become a Savvy Investor in Sector ETFs - (James Shelton) CNBC The Call - February 16, 2010 - Greece's Market Impact - (Drew Kanaly) CNBC Squawk on the Street - February 8, 2010 - Bull vs. Bear - (James Shelton) CNBC Squawk on the Street - February 5, 2010 - Get an Edge on the Markets - (Drew Kanaly) Smartmoney.com - January 14, 2010 - The Best Bets in the Oil Patch - (James Shelton) CNBC The Call - January 14, 2010 - Earnings, Economic Data and the Markets - (Drew Kanaly) Yahoo!Finance.com - January 11, 2010 - American Marketing Association Announced 2009 Marketer of the Year Best in Category Winners - CNBC Squawk on the Street - January 6, 2010 - Market Bull vs. Bear - (James Shelton) CNBC Squawk on the Street - December 31, 2009 - Market Edge - (Drew Kanaly) CNBC Squawk Box - December 24, 2009 - Year-end Market Expectations - (Drew Kanaly) USA Today - December 23, 2009 - 10-year T-note's 'impressive' rise may signal economic...

Media Appearances

Tue, 09 Mar 2010 16:16:06 GMT

CNBC The Call - February 16, 2010 - Greece's Market Impact - (Drew Kanaly) CNBC Squawk on the Street - February 8, 2010 - Bull vs. Bear (James Shelton) CNBC Squawk on the Street - February 5, 2010 - Get and Edge on the Markets (Drew Kanaly) CNBC The Call - January 14, 2010 - Earnings, Economic Data and the Markets (Drew Kanaly) CNBC Squawk on the Street - January 6, 2010 - Market Bull vs. Bear (James Shelton) CNBC Squawk on the Street - December 31, 2009 - Market Edge (Drew Kanaly) CNBC Squawk Box - December 24, 2009 - Year-end Market Expectations (Drew Kanaly) USA Today - December 23, 2009 - 10-year T-note's 'impressive' rise may signal economic boost (James Shelton) Fox Business News - December 18, 2009 - Stock to Large-cap Stocks (James Shelton) CNBC The Call - December 10, 2009 - The Dollar Play (Drew Kanaly) More...

Communique - for Clients

Fri, 19 Feb 2010 19:39:11 GMT

Kanaly Trust Investment Outlook & Strategy

Thu, 04 Feb 2010 21:48:49 GMT

First Quarter 2010 Investment Outlook & Strategy Presentation This presentation took place on Thursday, January 28, 2010 at 10:00 a.m. CT. It was delivered via webinar, and was hosted by Kanaly Trust CIO James Shelton, along with Chairman and CEO Drew Kanaly. View a recording of the webinar Download a pdf of the Q1-2010 Investment Outlook & Strategy Conference Call presentation Fourth Quarter 2009 Investment Outlook & Strategy Presentation Kanaly Trust held its Quarterly Investment Outlook & Strategy Conference Call on Thursday, October 29, 2009. The presentation was delivered via webinar, and was hosted by Kanaly Trust CIO James Shelton, along with Chairman and CEO Drew Kanaly. View a recording of the webinar Download a pdf of the Q4 Investment Outlook & Strategy Conference Call presentation. Third Quarter 2009 Investment Outlook & Strategy Presentation Kanaly Trust held its Quarterly Investment Outlook & Strategy Presentation via webinar on July 29, 2009. It was hosted...

Home Page - Tip of the Day

Fri, 29 Jan 2010 21:10:13 GMT

Investment Outlook & Strategy

Kanaly Trust Quarterly Conference Call

Our Quarterly Investment Outlook & Strategy Conference Call was held on January 28, 2010 at 10am CT. The call was presented by CIO James Shelton via interactive webinar.

View a recording of the webinar.

Download a pdf of the presentation.

** About Kanaly Robert Shelton

Wed, 27 Jan 2010 16:14:20 GMT

About Kanaly

Meet Us Robert Shelton

Wed, 27 Jan 2010 16:07:11 GMT

Robert is a Financial Advisor with Kanaly Trust. He is based in Santa Fe, New Mexico and serves clients throughout the Southwestern United States. He directs the development and implementation of Kanaly’s Personal Financial ProgramTM for clients. This process is carried out through a series of meetings and discussions where Robert gains a comprehensive understanding of a client’s personal financial situation. The financial program incorporates strategies that address all facets of personal finance. It begins with a comprehensive portfolio review and detailed recommendations. It then encompasses cash flow, tax and estate planning, employee benefits, insurance and education planning. Robert graduated magna cum laude with a BS in Business Administration from Washington and Lee University in Lexington, Virginia. He is a Phi Beta Kappa and holds the Chartered Financial Analyst® designation. Robert is a member of the CFA Institute and the...

**Meet Us - Scott Hill

Wed, 20 Jan 2010 17:59:24 GMT

About Kanaly

Meet Us Scott Hill

About Kanaly

Fri, 15 Jan 2010 17:05:20 GMT

After working for more than 30 years as a bank trust officer and executive, E. Deane Kanaly created Kanaly Trust in 1975 with the hope of changing the way people take care of their financial affairs. Deane saw many successful people make a very good living. He also saw these friends, clients and business associates miss opportunities to make the most of their wealth due to lack of time, interest or knowledge. He wanted to develop a vehicle to provide comprehensive, objective financial guidance to these successful colleagues early in their lives. He hoped to help them capitalize on their wealth and therefore truly enjoy it. The purpose of Kanaly Trust is to provide you personal assistance in the planning and management of your financial affairs. This enables you to achieve a new dimension of freedom – financial freedom. Deane also dedicated his company to remaining free from any conflict of interest and meeting your needs solely in your best interest. His family members play...

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noemail@kanaly.com — Thu, 16 Mar 2006 16:58:21 GMT

Objectives:

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Release Date: 16-Mar-06 11:58 AM
Expiration Date: 16-Jun-06 11:58 AM

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2006-03-16T16:58:21Z

Instructor: Fraley

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Kanaly Trust Company RSS Feed

New SEC Rule Marks Big Change in Investment Advisory Relations

HBJ Investments Forum: Four top financial experts share views in roundtable discussion

Kanaly Trust Company Receives Enterprise Champion Award

What are some important considerations in evaluating an executive job offer?

SURVEY: As the baby boomer generation nears retirement, what are the best options for investments, and what role should the stock markets play?

Steve Kanaly Named to Medical Economics Top 150 Financial Advisors for Doctors List for 2005

Range Rovers - Buying a Ranch is a Labor of Love, Often with the Emphasis on Labor

Kanaly Receives BBB Award of Excellence

Consider full range of ramifications when appointing fiduciaries

Baylor Honors Nine Texas Family Businesses

Kanaly Trust Appoints Sharon Pearson as Chief Operating Officer

Junior Achievement Raises Record Sum with Golf Tournament

Jeff Kanaly Named Volunteer Heart Ball Honoree

Kanaly Trust Honors Stewart Family with Philanthropic Award

Kanaly Trust Company Appoints Edward S. McCullough to its Board of Directors

News - for clients

Media Appearances

Media Appearances

Communique - for Clients

Kanaly Trust Investment Outlook & Strategy

** Home Page - Tip of the Day **

Investment Outlook & Strategy

** About Kanaly Robert Shelton

About Kanaly

Meet Us Robert Shelton

**Meet Us - Scott Hill

About Kanaly

Meet Us Scott Hill

About Kanaly

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