Norman "Scotty" Scott works with RIA’s helping them become more efficient in the fixed income management side of their practice. Norman’s 20 plus years of experience has put him in a position of respect among his peers and RIA clients for his portfolio abilities, providing his RIA clientele strategic ideas, portfolio analytics and portfolio design. It has also afforded him broad access to all sectors of the income markets for competitive executions. He understands that individual client needs of RIA’s differ and specialized attention is what is demanded to assist the RIA to achieve those objectives. Over the years, Norman has proven these value-added services presents opportunities for RIA’s to spend more time on other areas of their business as well as to capturing new assets.
Norman has a BA in Organizational Communication from Texas State University. After hours Norman is an avid outdoorsman and enjoys family time with his wife Dawn and 3 sons when they are home, stewardship at the ranch, hiking any state park especially Big Bend, outdoor activities and attending local high school and Texas State football games.
“Periodic portfolio analysis is a key tool in making sure portfolios are performing to expectations and that credits are in line with the portfolios objectives.”