Kanaly Trust Company

New SEC Rule Marks Big Change in Investment Advisory Relations

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

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

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?

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?

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

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

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

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

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

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.

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Thu, 16 Mar 2006 16:58:22 GMT

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Biography of James Shelton

Fri, 21 Nov 2008 20:25:32 GMT

James is Chief Investment Officer with Kanaly. He is responsible for overseeing the investment process for all personal and institutional accounts of the firm. He provides depth, talent and leadership to Kanaly’s investment team and works to implement broad, multi-asset class investment opportunities for clients. James believes in adhering to a disciplined investment strategy that effectively manages risk and produces strong long-term returns. James comes to Kanaly from AIM Investments of Houston. He joined AIM in 2002 as a senior client portfolio manager and was elevated to manager of investment services prior to leaving the firm. From 1999 to 2002 he was the co-founder and CIO of his own firm, Caprock Capital Advisors, Inc. of Houston. All in all, James has nearly 20 years in the investment industry. Originally from Houston, James received an MBA from the University of Houston and completed an undergraduate degree at...

Media Appearances

Thu, 20 Nov 2008 19:34:06 GMT

Reuters November 20, 2008 – US Stocks - Wall St. rout sends S&P 500 to six-year low (Drew Kanaly) Houston Business Journal November 10, 2008 – Kanaly Trust: Longevity Based on Careful Planning (Drew Kanaly) Medical Economics November 7, 2008 - W. Scott Hill named to 2008 150 Best Advisers for Doctors List (Scott Hill) CNBC Power Lunch November 10, 2008 – Perspectives on the Economy (Drew Kanaly) CNBC Squawk on the Street November 5, 2008 - Pres-elect Obama and Your Money (James Shelton) CNNMoney.com, November 5, 2008 - Stocks: New president, same problems (James Shelton) CNBC Power Lunch October 27, 2008 – Perspectives on the Economy (Drew Kanaly) Houston Business Journal October 10, 2008 - Executive Retirement: Bad time to exit, good time to make plans (Jeff Kanaly) Houston Community Newspapers The Champions Sun October 2, 2008- Experts explain impact of Wall Street's struggle (Jeff Kanaly) Multiple Sclerosis Society MS Connection Fall 2008 - Kanaly...

Video Homepage

Tue, 11 Nov 2008 17:10:43 GMT

Obama and Your Money Perspectives on the Economy Shelter from the Storm

Biography of Scott Hill

Tue, 11 Nov 2008 13:59:10 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...

News - for clients

Thu, 06 Nov 2008 19:24:48 GMT

CNBC Squawk on the Street November 5, 2008 - Pres-elect Obama and Your Money (James Shelton) CNBC Power Lunch October 27, 2008 - Perspectives on the Economy (Drew Kanaly) CNBC Power Lunch September 30, 2008 - Shelter from the Storm (Drew Kanaly) CNBC Squawk on the Street September 12, 2008 - Beat the Bear with Alternatives (James Shelton) Forbes.com August 21, 2008 - US Stocks - Wall St Drops on Credit Fear (Drew Kanaly) KanalyBlog Visit Chief Investment Officer James Shelton's blog for the latest on the markets and economy. FREE Subscribe to Kanaly Blog Resources • Having problems logging into Account Access? ...

Biography of Venita Phillips

Wed, 29 Oct 2008 18:49:11 GMT

Now, I must admit, when I’m not in the office, riding my bike in the mountains is my favorite getaway. I love taking my bike and disappearing into the Alps or the Pyrenees. I love the freedom to be with nature, relax and become one with the dirt and grit that accompanies the joy of being outdoors. And Nestle, my 70 pound chocolate lab would agree on my love of the outdoors, after all, she and I share the same birthday and hair color. While the outdoors is my escape from the city, when I’m home I put my energies into another passion. Helping others has a special place in my heart. And listening to and acting on the needs of others is what truly makes a difference in their lives. As a former member of the board of directors and a current advisory board member for Be An Angel, Inc., I am an advocate for serving the multiply impaired and profoundly deaf children of Houston and surrounding areas. Our organization has built barrier free parks, purchased...

Biography of Mike Conway

Tue, 28 Oct 2008 19:54:07 GMT

Mike Conway is a Senior Vice President and Financial Advisor with Kanaly. In his position, he oversees the development and implementation of his clients’ overall investment management strategy in cooperation with their comprehensive Personal Financial ProgramTM. During this process, Mike leads a team which conducts a series of meetings and discussions to gain a complete understanding of each client’s unique financial situation. The analysis encompasses strategies that address all facets of personal finance beginning with an extensive portfolio review and detailed recommendations. It then incorporates cash flow, tax and estate planning, employee benefits, insurance and education planning. Mike also oversees all sales, marketing and public relations functions for the company. 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...

Biography of Gary Williams

Tue, 28 Oct 2008 19:53:11 GMT

Gary Williams is a Vice President and Trust Officer with Kanaly. As an Account Team Leader, he manages the on-going personal financial programs of 108 family relationships. These comprise approximately $315 million in assets. The personal financial program entails the development and administration of personal and family trust accounts including charitable trust, private charitable foundations, family limited partnerships, revocable living, testamentary and custodial trust for minors, IRA and IRA Rollover accounts, along with estate administration and any other client-specific financial needs as they arise. Gary earned a bachelor’s degree in Management and Administration from Louisiana State University. Thereafter, He attended the Cannon Trust School, and the Texas Bankers Association Regional Trust School at Southern Methodist University. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and...

Biography of Peter Ip

Tue, 28 Oct 2008 19:50:50 GMT

Concentrating on my serve and practicing my backhand swing is where you’ll find me when I’m not in the office. There’s so much more to tennis than just hitting the ball over the net. You have to follow through with your swing, sharpen your techniques and get a good grip on your racket. The best challenge is being in every corner of the court to stay ahead of the game. I enjoy mastering this challenge on the court, and use it in the approach I take with my client relationships and in my role as a Senior Vice President and Trust Officer with Kanaly Trust. I joined Kanaly in 1988 and in all these years of working with the team, it’s the integrity of the company and its people that continue to make me proud. You can rely on us to go beyond the traditional roles of a financial advisor. The company was originally founded on financial planning, but we are able to deliver so much more to meet your needs. We offer top-notch asset management...

Biography of Sharon Pearson

Mon, 20 Oct 2008 16:37:57 GMT

For over 25 years Sharon has had oversight and administration of business and corporate operations in financial services organizations. She joined Kanaly Trust in 1996 and has been a long-standing member of the company’s management team, playing a key role in its strategic direction and decision-making process. Sharon has been an integral part of the organization, providing leadership through many different market environments and business cycles. Her oversight of the development of Kanaly’s fine staff of professionals is a top priority for her, as well as for the company. Kanaly Trust’s corporate culture dictates that maintaining a highly competent group of associates ensures the company will remain client-centered, providing the continuity in service it is well known for. In Sharon’s current position as Chief Operating Officer she oversees all day-to-day operations. Her top priority is the overall development, design and improvement of client service at...

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

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2006-03-16T16:58:21Z

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