Our Team
David Pettus, MBA, Series 65 Registered
YOUR PERSONAL FINANCIAL ADVISOR
After earning a BS in Petroleum Engineering, Mr. Pettus enjoyed a 33 year career in the oil industry. During his tenure, he held several managerial positions with responsibilities including producing assets up to $400 million in market capitalization and capital budgets up to $40 million.
Early in his career, Mr. Pettus began managing his personal funds by investing in US stocks. This began a lifelong passion for developing an understanding of the markets and diagnosing what makes any investment increase in value. While advancing his oil industry career and raising a family, Mr. Pettus pursued and completed his MBA studies with an emphasis on finance and investments. Since leaving the oil industry in 2015, he has been increasingly requested by friends and family for investment ideas and advice, which led to the creation of BRC. We have an unrelenting determination to understand the investment markets and to provide meaningful and lasting impact on the lives of our clients by helping them achieve their financial goals. Call my personal cell phone at 832 465-5504. |
Yulitza (Julie) Aray CLIENT RELATIONSHIP SPECIALIST BI-LINGUAL
Yuli has an established career of providing services to others in need in the educational, social services, and healthcare insurance industries. As our Client Relationship Specialist, she is available to communicate with our Spanish speaking Clients and translate any questions they may have to be addressed by our Registered Investment Advisor. Yuli is not an investment advisor representative and does not provide investment advise.
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What We Do
INVESTMENT RESEARCH
BRC executes extensive fundamental and technical analyses to identify and select investment positions to fit each client’s investment profile.
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CLIENT CONSULTATION
Blue Rock meets with every Client to establish and document investment objectives and risk tolerance.
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UNIQUE SOLUTIONS
We deliver customized investment strategies that are crafted for each Client’s individual specific financial situation and risk tolerance.
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ASSET MANAGEMENT
BRC manages all aspects of the investment selection and asset allocation process.
Our Client’s unique portfolio is evaluated continuously to determine if adjustments to the portfolio are warranted. |
CLIENT COMMUNICATION
Your Portfolio Manager is available for consultation at all times. Clients receive detailed statements and real-time online account access.
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