I

Investment Strategies, L.L.C.

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Client assets under management

$76,351,957

Clients

22

32% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

11

Very Low

Average account size

$3,470,544

About

Investment Strategies, LLC provides comprehensive portfolio management and integrated financial planning to individuals, high‑net‑worth clients, and business entities. The firm manages about $76.7 million on a discretionary basis for roughly 22 clients and generally charges fees based on assets under management.

The firm applies a combination of fundamental, technical and cyclical analysis and implements both long‑ and short‑term strategies, including trading, margin use, short sales and a range of option strategies; accounts are reviewed at least monthly. Financial planning and consulting — covering retirement, estate, tax, education, corporate structure, real estate analysis, mortgage/debt and insurance evaluations — are included as part of the comprehensive portfolio management service.

What is distinctive is the firm’s explicit use of derivatives and option strategies within separately managed accounts, alongside margin and short‑selling, which is uncommon for similarly sized supported firms. The advisory team also operates as registered representatives and licensed insurance agents, and includes credentialed professionals (a CPA with a Personal Financial Specialist designation and a Registered Social Security Analyst), indicating the firm blends tax, Social Security optimization and insurance capabilities with its portfolio management.

Client services

Financial planning Portfolio management

Expertise

Social Security optimization Options & derivatives strategies General tax planning

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Fee options

Percentage

$0 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.75% $2,000,001+: 1.50%

Commissions

Investment adviser representatives may sell securities for commission through United Planners Financial Services, including trail fees from mutual funds; commissions do not reduce advisory fees and can be up to 50% of firm revenue.

Main office location

Investment Strategies, L.L.C.

Corpus Christi TX, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

361-739-9591

Advisors at this firm

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Shana H

Series 66

Corpus Christi, TX

Investment Strategies, L.L.C.

Shana Hofmeister is a financial advisor at Investment Strategies, L.L.C. in Corpus Christi, TX, with 20 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Besch, LLC and United Planners' Financial Services. Outside of finance, she is involved in oil and gas exploration as a partner in South Bluff Oil and Gas Partnership and manages Fowler Station, LLC, which focuses on cattle grazing, wildlife management, and potential olive orchard development. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes a range of investment strategies, including options and derivatives, supported by a two-person advisory team offering multidisciplinary planning.

Social Security optimization Options & derivatives strategies General tax planning
user avatar

Dorothy F

Series 66

Corpus Christi, TX

Investment Strategies, L.L.C.

Dorothy Fowler is a financial advisor with Investment Strategies, L.L.C. in Corpus Christi, TX, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Investment Strategies, LLC since 2011 and United Planners' Financial Services since 2012. Outside of advising, she is involved in cattle grazing and wildlife management through Fowler Station, LLC. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, as well as options and derivative strategies, supported by a two-person advisory team serving a small client base.

Social Security optimization Options & derivatives strategies General tax planning
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