INVESTMENTS & SERVICES

TAILORED STRATEGIES TO ACCOMPLISH YOUR GOALS

STRATEGIES & PORTFOLIOS
RETIREMENT PLANNING
COLLEGE EDUCATION PLANNING
GLOBAL ASSISTANCE
INTEGRAL COUNSELING

STRATEGIES & PORTFOLIOS

OUR APPROACH FOR A SOUND ADVISORY

We strategize with you to create an investment policy statement that realizes your unique financial circumstances, needs, goals, risk tolerance, and expectations.

1

UNDERSTAND YOUR SITUATION

Your specific goals should be based on your expectations and risk tolerance. Every investor is unique, as so, should be your portfolio.

2

DEFINE YOUR GOALS

Select an investment theme, strategy or customized plan that fits your goals and desires. Then we work hard to build and manage your portfolio.

3

SELECT YOUR STRATEGY

INVESTMENT

THEMES

Our core pieces for an investment strategy. A careful selection & combination of financial instruments that seek a specific financial goal. These themes are based on unique ideas backed with solid research.  

TRUMP ETF's 
INVESTMENT THEME

INVESTMENT

STRATEGIES

Predefined portfolio models that seek to maximize an investment goal based on desired risk exposure, expected returns,  and costs.  Your strategy is then built utilizing a combination of our investment themes.

US Mod 60-40 STD 
INVESTMENT STRATEGY

CUSTOMIZED INVESTMENT

PLAN

Customized investment plans take into account factors beyond an investment strategy itself. We take the time to understand your unique and specific challenges and customize a plan accordingly

INTEGRAL COUNSELING

A CONSULTATIVE APPROACH FOR  COMPRENHENSIVE ADVICE 
FINANCIAL INSTITUTIONS & BROKERAGE FIRMS
INSURANCE
TAX PLANNING & ACCOUNTING
LEGAL ADVISE
TRUST & CORPORATE SERVICES
ESTATE PLANNING

We are here to assist you in preparing for whatever life brings in order to protect you and your family.  Trust, Integrity, and Security are important necessities' to enjoy the important events in life.  

Family Held Businesses, Wealth Transfer Plans,  Liquidity Needs, Philanthropic Aspirations, Estate Planning, Assets Protection, Insurance,  Inheritance, Risk Management & Tax Assistance are all factors that we  evaluate from comprehensive perspective.   

We will help you bring order to your life while providing specific solutions to meet your needs and goals.

Plan in advance whom you want to receive the things you own after you die

COLLEGE EDUCATION PLANNING 

DO YOU KNOW HOW MUCH WILL COLLEGE COST?

Questions on college costs have one common answer, they are expensive.  

As your financial advisor we will help you design, prepare, and start saving towards a realistic financial plan for college education of your children. 

529 COLLEGE SAVINGS PLANS

CUSTODIAL ACCOUNT

OTHER

OPTIONS

GLOBAL ASSISTANCE

Investment advisory services for clients with multiples portfolios in financial institutions worldwide. We will help you to  implement a overall strategy through a comprehensive risk & consolidation diagnostic.

YOUR
ACCESS TO
GLOBAL
INVESTMENT
STRATEGIES
CONSOLIDATION
DIAGNOSTIC
REPORTING

RETIREMENT PLANNING

PLAN AHEAD
TO ENJOY A DESERVED RETIREMENT

Retirement planning services for those who want to understand how to match their retirement income to their budget by creating a retirement portfolio that suits their needs and provides financial safety and peace-of-mind. 

UNDERSTAND YOUR OPTIONS

COMPANY

SERVICES

GET CONNECTED

LOCATIONS

8350 Ashlane Way,

The Woodlands, Texas 77382

+1.832.742.6976

400 University Dr., Suite 400

Coral Gables, Florida 33134

+1.305.393.8474

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MELLIG GROUP, LLC. 

It is a registered investment adviser (RIA) in the states of Texas and Florida. Information presented in this web page is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and tax professional before implementing any strategy discussed herein. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. Mellig Group' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered.

INTERACTIVE BROKERS, LLC
It is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Interactive Brokers does not endorse, nor recommend, independent financial advisors, nor hedge funds including Mellig Group, LLC. Interactive Brokers provides execution and clearing services to its clients 

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