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New SEC Rule Marks Big Change in Investment Advisory Relations

Steve Kanaly - noemail@kanaly.com — 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 - noemail@kanaly.com — 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 - noemail@kanaly.com — 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 - noemail@kanaly.com — 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 - noemail@kanaly.com — 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 - noemail@kanaly.com — 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 - noemail@kanaly.com — 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 - noemail@kanaly.com — 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 - noemail@kanaly.com — 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 - noemail@kanaly.com — 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

Tue, 31 Jan 2012 17:58:51 GMT

Download PDF for Preparing for the 2011 Tax Season CNBC - Dow Makes Major Milestone January 26, 2012 - (Drew Kanaly) Kanaly Trust Quarterly Conference Call From the Webinar held on January 25th. During this presentation, Kanaly Trust CIO James Shelton discussed our economic and market outlook, with a focus on strategy for current and future market conditions. View previous Quarterly Conference Calls at www.kanaly.com/outlook. CNBC - Problems That Plagued Market Last Year Are Not Resolved: Chairman January 12, 2012 - (Drew Kanaly) 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 Adobe Flash

Home Page - Tip of the Day

Mon, 30 Jan 2012 22:58:06 GMT

Kanaly Trust Quarterly Investment Outlook and Strategy Conference Call

From the Webinar held on January 25th.

Download a pdf of the presentation and watch video.

During this presentation, Kanaly Trust CIO James Shelton and CEO Drew Kanaly discussed our economic and market outlook, with a focus on strategy for current and future market conditions.

Kanaly Trust Investment Outlook & Strategy

Mon, 30 Jan 2012 22:50:11 GMT

First Quarter 2012 Investment Outlook & Strategy Presentation - January 25, 2012 View a recording of the webinar Download a pdf of the presentation. Fourth Quarter 2011 Investment Outlook & Strategy Presentation - October 26, 2011 View a recording of the webinar Download a pdf of the presentation. Third Quarter 2011 Investment Outlook & Strategy Presentation - July 28, 2011 View a recording of the webinar Download a pdf of the presentation. Second Quarter 2011 Investment Outlook & Strategy Presentation - April 20, 2011 View a recording of the webinar Download a pdf of the presentation. First Quarter 2011 Investment Outlook & Strategy Presentation - January 19, 2011 View a recording of the webinar in Windows Media Player format Download a pdf of the conference call presentation here. Fourth Quarter 2010 Investment Outlook & Strategy Presentation - October 21, 2010 View a recording of the webinar in Windows Media Player format View a...

Mon, 30 Jan 2012 21:22:41 GMT

Drew is chairman of the board and CEO of Kanaly Trust Company. In addition to this leadership position, he also continues to oversee a client service team. As an account officer, Drew manages the on-going investment strategies and personal financial programs of 110 family relationships. This entails the administration of trust, estate and investment accounts. Drew directs the development and administration of personal and family trust accounts including charitable trust, private charitable foundations, family limited partnerships, revocable living, testamentary, IRA and IRA Rollover accounts, along with estate administration. He specializes in investment management, charitable trusts, and family limited partnerships. The personal financial program also includes any other client-specific financial needs as they arise throughout a lifetime. Drew joined Kanaly in 1983 and has more than 29 years of experience in trust and investments. Since earning his BBA in Finance from the...

Media Appearances

Fri, 27 Jan 2012 19:46:35 GMT

CNBC - Dow Makes Major Milestone January 26, 2012 - (Drew Kanaly) CNBC - Problems That Plagued Market Last Year Are Not Resolved: Chairman January 12, 2012 - (Drew Kanaly) CNN - How Eurozone crisis may affect your 401k November 10, 2011 - (Drew Kanaly) Fox Business - What are the Main Factors Weighing on the Market Outlook? November 9, 2011 - (Drew Kanaly) Bloomberg TV - Alternative Asset Classes, Investment Strategy September 15, 2011 - (James Shelton) CNBC - The Fall Of the Euro - September 12, 2011 - (Drew Kanaly) CNBC - Risk Trade Back On? - August 17, 2011 - (Drew Kanaly) Fox Business - Wall Street Focusing on Earnings, Not Debt Ceiling? - July 25, 2011 - (Drew Kanaly) Fox Business - Despite Negative News, is there a Reason to be Bullish? - July 21, 2011 - (Drew Kanaly) CNBC The Call - Protecting Your Portfolio - July 18, 2011 - (Drew Kanaly) Fox Business - Google 2Q Earnings, Revenue Beat Estimates July 14, 2011 - (James Shelton) Fox Business - What is the Impact...

Cannon Estate Planning Teleconference Series

Mon, 09 Jan 2012 22:11:34 GMT

About the Sessions Kanaly Trust will be hosting the Cannon Estate Planning Teleconference Series during 2012. Now in its 13th year, it is the most popular estate planning teleconference series in the country. Each session consists of a complimentary lunch, approximately one hour of lecture and thirty minutes of Q&A. Session schedule: 11:45 a.m. - Lunch and Welcome 12:00 noon - Teleconference Presentation 1:00 p.m. - Teleconference Q&A Session 1:30 p.m. - Adjourn Each month, thousands of professionals tune in to these teleconferences to hear discussion around topics with a diverse group of participants. These include attorneys, accountants, financial planners, trust officers, family office staff and investment advisors. These teleconferences feature nationally renowned estate planning attorneys that cover the most current issues affecting wealth management and estate planning professionals. This keeps you well informed, helping you decide how best to serve your clients. ...

Resources

Wed, 28 Dec 2011 18:05:29 GMT

Having problems logging into Account Access?

Personal Login Assistance for Account Access (Monday - Friday, 8:30 a.m. - 5:30 p.m. CST)

Phone: 713-561-9320

Email: webhelp@kanaly.com

To see PDF files, get Adobe Acrobat Reader for free: click here

To view videos, get Wave Movie Player: click here

Wed, 28 Dec 2011 17:40:46 GMT

Jeff is Vice Chairman of Kanaly Trust and serves on the organization’s board of directors. He is also chairman of the board of The Kanaly Company, the holding company for Kanaly Trust. He has been with the company for over 31 years and concentrates on corporate strategic planning while overseeing all financial operations of the company. Another important focus for Jeff is ensuring that the high quality of service Kanaly Trust was founded on continues to be the central focus of the organization. He specializes in serving multi-generational families due to his depth of experience in high level, intricate estate and financial planning practices. A graduate of the University of Texas at Austin, Jeff holds a Bachelor of Business Administration degree in finance. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Certified Trust and Financial Advisor (CTFA). He is a member of the...

Biography of Mike Conway

Wed, 28 Dec 2011 17:36:42 GMT

Mike Conway is a Senior Vice President and Financial Advisor with Kanaly Trust. He directs the development and implementation of wealth management programs for clients. This process is carried out through a series of meetings and discussions where Mike and his team gain a thorough understanding of a client’s personal financial situation. The wealth management program incorporates strategies that address all facets of personal finance. It begins with a comprehensive portfolio review and detailed recommendations. It also encompasses cash flow, tax and estate planning, employee benefits, insurance and education planning. A graduate of Southern Methodist University, Mike holds a BBA in Finance and Real Estate. He earned a Financial Advisor’s Certification from the Center for Fiduciary Studies at the University of Pittsburgh, and also attended the Texas Bankers Association Regional Trust School at Southern Methodist University in...

Biography of Scott Hill

Wed, 28 Dec 2011 17:30:58 GMT

Scott is a Senior Vice President and Financial Advisor with Kanaly. He develops and implements objective personal financial programs for clients after gaining a thorough understanding of their full financial picture. Scott does this through a series of interactive, personal meetings with his clients. The end result is a financial program encompassing every aspect of a client’s situation that has an impact, or potential impact, on their financial lives. The process begins with a comprehensive investment portfolio review and detailed recommendations. It then incorporates cash flow, tax planning, estate planning, employee benefits, insurance and education planning. Scott continues to be involved with the ongoing maintenance of the program after it has been implemented. This ensures continuity, and that personal or financial changes do not alter long-term goals and financial security. After earning a BA in Economics from Texas A&M University, Scott went on to earn his MBA...

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

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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

** Home Page - Tip of the Day **

Kanaly Trust Investment Outlook & Strategy

Media Appearances

Cannon Estate Planning Teleconference Series

Resources

Biography of Mike Conway

Biography of Scott Hill

Lorem ipsum survey

Lorem ipsum

Home Page - Tip of the Day