Our Name

PanthRex Asset Management is led by seasoned financial professionals providing a multi-disciplinary approach in meeting client investment, income, tax, wealth transfer, charitable, and estate needs.

PanthRex (pronounced Panth-Rex) is the combination of the Latin names Panthera Leo (Lion) and Rex (King).  The King Lion exemplifies stateliness, strength, decisiveness, and protection.  Each of these characteristics also exemplify PanthRex Asset Management.

We hope clients will find that certain traits of the King Lion, namely its intuition, wisdom, and prudent action, characterize the way we conduct our business. Our objective is to act with prudence when applying intuition and wisdom in our investment strategies.

Our Leadership

PanthRex Asset Management is led by seasoned financial professionals providing a multi-disciplinary approach in meeting client investment, income, tax, wealth transfer, charitable, and estate needs.

Allen Hargis

Allen Hargis, a Certified Public Accountant (CPA), Registered Income Consultant Professional (RICP), brings more than three decades of tax, income, and wealth accumulation experience to the team.  As a retired Colonel of the Arkansas National Guard having served 36 years and leading a battalion of 700+ soldiers in the Iraqi War, Allen brings a calm demeanor and laser-focused discipline to the team.

Michael R. Wallin

Michael R. Wallin, a Certified Financial Planner™ Professional (CFP®), believes that all aspects of a client’s life must be considered when building an effective plan.  Through a consultative approach with the client, Michael explores what is important to the client now and in the future.  Having spent more than 20 years in case consultation, analysis, and design, Michael has extensive experience building financial plans designed to reach a client’s financial independence.  Michael is a leader in the industry, serving on several boards, including the Middle Tennessee Chapter of the Financial Planning Association (FPA).

Collectively, Allen and Michael’s conservative approach and integrity
has attracted some of the brightest and most capable Investment Advisor Representatives (IAR)
in the industry.

Our Team

PanthRex Asset Management is a boutique, client-centric firm represented by hand-selected investment professionals. Each IAR shares the core values of the firm and is held to the highest industry standards to insure the client’s needs are always put first.

Our Firm

PanthRex Asset Management is an independent, fee-only Registered Investment Advisory that provides discretionary asset management services to individuals, trusts, and businesses.

PanthRex is registered with the U.S. Securities and Exchange Commission and is subject to fiduciary and regulatory obligations under the Investment Advisers Act of 1940. The firm has adopted compliance policies and procedures, adheres to a code of ethics, and fosters a client-first culture focused on honesty and trust.

We strive to offer a level of personalized service and open communication not found at larger firms to ensure our clients feel comfortable and secure when choosing PanthRex Asset Management.

CONTACT US

888.302.5559

PanthRex Asset Management
870 S. Denton Tap Rd. Suite #250
Coppell, Texas 75019

DISCLOSURES

Investment advisory services are offered through PanthRex Asset Management, LLC, a SEC Registered Investment Advisor. Investments offered through PanthRex are not FDIC insured or guaranteed by any governmental organization or program and will fluctuate in value. All information provided is general in nature and should not be construed as an offer to buy or sell any securities. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions.
Additional information about PanthRex and your IAR may be found at 
https://www.adviserinfo.sec.gov/IAPD/Default.aspx

Copyright © 2018 PanthRex