Due to the multiple school closures in the Houston area, we have extended the deadline to Friday, April 17th. Email submission is also acceptable: please email complete packets to firstname.lastname@example.org
Houston Asset Management Charitable Foundation is a subset of Rotary Club of Houston Heights Charitable Foundation, a 501(c)(3) Charitable Foundation, and was created with the intent to award scholarships to deserving students pursuing a degree in the business field ranging from economics, finance, investments, accounting, and business administration. This scholarship totals $10,000 payable in $2,500 increments over the next 4 years and comes with an internship between the student’s junior and senior years.
To be eligible to apply for the Houston Asset Management Charitable Foundation Scholarship, you must meet the below criteria:
The application window opens on January 2nd. We must receive your full application packet by April 17th. Your packet must contain all items below:
Please return all required materials to the following:
Houston Asset Management, Inc.
Attn: Scholarship Committee
1800 West Loop South, Ste 1980
Houston, TX 77027
Or by Email to email@example.com
In April, the Scholarship Committee will begin to review all applications. Four finalists will be selected to interview with our scholarship committee. If a finalist cannot make the interview, that finalist will forfeit his/her application and the committee will select another student to interview. After the interviews have been completed, the scholarship committee will make their decision and notify the winner the following day. Our intentions are to award the scholarship to a deserving high school senior in May before graduation.
The amount of the scholarship is $10,000, which will be awarded in $2,500 increments for 4 years. The awarded student is required to maintain a 2.75 GPA or higher to receive each succeeding year's payment. By August 1st of each year, the recipient will need to provide us with a report card from the previous school year. Checks will then be made payable to the College or University for the benefit of the awarded student. Each payment will be made at the beginning of the school year. An opportunity for a paid internship between the student’s junior and senior year in college is also offered.
If you have any questions, please contact Kristian Taylor at 713-629-1534 or email at firstname.lastname@example.org
© 1993-2020, Allworth Financial. All rights reserved.
Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 12/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $10 billion in total assets under management and administration.
4Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.