Josh Andrus and Greg Flanagan, financial advisers and partners operating Flanagan/Andrus in Texarkana, Texas, have been recognized as top investment professionals under 40 years old, by Forbes. They are ranked 239 on the top 250 national list and 19 of the Top 20 Texas firms.
The partners believe one key reason why they placed so high is their care in relationships with their clients.
"Forbes does try to measure the client/investor relationship," said Andrus. "And it is a difficult thing to measure. Our approach is to put our clients at ease, relax them. Our approach is low pressure. Our office is a relaxing, comfortable place. And when we talk about how we approach this business, we try to separate the signal from the noise."
Flanagan said today there is so much financial information a person could drown in it and it is often delivered with a lot of emotions behind it. "We try to separate the data from the emotions and get to the fundamental information, the good stuff upon which our clients can make good financial decisions," he said. "Money is complicated and people get emotionally keyed up about it. We try to relax and focus our clients."
When it comes to keeping heads in difficult financial circumstances, the partners saw their trial by fire early, both beginning their careers close to the kickoff of the Great Recession in 2007.
"Yeah, that did suck," said Flanagan. "But we did come out of it. And that's the thing to remember about investment. Its not always easy from day to day. But you have to keep in mind the far horizon, the long view, the history of the market."
Andrus acknowledges the investment game does involve risk, but good investment is managing risk that minimizes losses and maximizes opportunity.
Andrus pointed out that he and Flanagan are on the journey with their clients.
"This is a twenty to thirty year journey alongside our clients. We are on this trip with them," he said. "If our clients are making money, so are we. This is a true partnership that works together through the decades."
Flanagan/Andrus is located at 5520 Christus Drive #C, Texarkana, Texas. They can be reached at 903-838-5554.