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Our mission is to partner with clients in developing strategies that help preserve and grow their capital to achieve financial independence and ultimately pass on their estate to future generations.


Howard S. Lorch, over the past 10 years consecutively, has been ranked by Barron's Magazine in the Top 100 (2007,2008), Top 1000 (2009,2010,2011,2012,2013), and Top 1200 (2015,2016). Additionally, Howard was inducted into Research Magazine's Financial Advisor Hall of Fame in 2007.
The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.


Our clients expect and enjoy direct access to Howard S. Lorch, Trish M. Bonnot, and the rest of The Lorch Group.

Although consistently ranked by Barron's Magazine and The Houston Business Journal, our greatest source of inspiration is the confidence we have earned from our clients. Nothing speaks more to one's reputation than the willingness of others to recommend you.

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