A private wealth management company based in Houston, Texas, RJ Capital specializes in managing and protecting assets for individuals and families.
With extensive experience as equity traders and analysts, we created RJ Capital over a decade ago to provide institution-class money management services that are rarely available to individual investors. Emotion-based decisions, a lack of discipline, and little attention to risk management often precludes individuals from making sound decisions. Our strategic approach to financial planning helps you avoid costly mistakes, creating an investment portfolio that is clearly defined and appropriately balanced.
To manage costs while growing your investments, we run our brokerage activities through Fidelity Investments and Charles Schwab. Yet our firm operates as a fee-based service. This independence allows us to provide unbiased investment counsel based on your best interest rather than pushing expensive, unnecessary products.
Gregory J. Litts, Principal
Greg gained extensive experience in financial markets while managing assets for individual and institutional clients. In his career, he has managed the creation of a hedge fund for a merchant bank in Houston and traded stocks and bonds for financial institutions. Prior to founding RJ Capital, Greg served as Vice President of the OTC/NASDAQ trading desk at Morgan Keegan. Through RJ Capital, he has offered strategic investment planning and wealth management counsel to high-wealth individuals across the country.
Greg earned a Bachelor of Business Administration from the University of Texas at Austin and holds a Master of Business Administration in Finance from the University of Houston.
Brian Wachsler, Vice President
Brian joined RJ Capital in January 2008. His primary focus is business development of retail and institutional clients, investor relations and communications, and he sits on the firm’s investment committee.
Prior to joining RJ Capital, Brian handled business development for a private money management firm, where he successfully raised $1.2 billion in assets from individual investors, institutions, pensions, foundations, and small businesses. Brian also has experience as both a financial consultant and investment specialist for Merrill Lynch and Charles Schwab & Co., where he worked with clients to develop a financial plan structured around personal and business-related objectives.
Brian holds a Bachelor’s degree in Business Administration (BBA) from Sam Houston State University. He is a Certified Financial Manager (CFM) from the Merrill Lynch Advanced Professional Development Training Center in Princeton, NJ, a Chartered Retirement Planning Specialist (CRPS), and a Chartered Mutual Fund Counselor (CMFC) from the College for Financial Planning in Denver, CO.
Thomas L. Brown, Investment Advisor Representative
Thomas joined RJ Capital in November 2011. His roles include business development as well as heading up RJ Capital’s marketing activities.
Prior to entering the financial services industry, Thomas worked for several years in advertising for Clear Channel Radio. After developing a passion for financial planning, he began pursuing the CERTIFIED FINANCIAL PLANNER™ designation and is now a candidate to sit for the Board Exam.
Thomas holds a Bachelor of Arts in Communication from the University of Houston and he completed the Certified Financial Planner Certification Program from Texas A&M Commerce in 2011.