Our Story

 

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A Better Way to Manage Wealth

SENSUS, the key word in our name, is derived from the Latin: sensus communis, or “common sense.” We realize that clients seek reasonable solutions to complex issues. For this reason, we put forth an objective but value-driven analysis to help resolve life concerns through common sense advice.

SENSUS Wealth is a Registered Investment Advisor. Our firm offers both the traditional wealth management platforms and non-traditional ideas and strategies for clients based on the needs, goals, and net worth of each individual.

SENSUS Wealth offers risk-based investment modeling services through Envestnet Asset Management, Inc ("Envestnet"). Envestnet is a "turnkey asset management provider" ("TAMP"), which provides risk-based investment modeling services to clients of broker/dealers and registered investment advisers throughout the United States. The Firm uses Charles Schwab & Co., Inc. ("Schwab") as custodian and tax reporter for these accounts. There is no relationship between the Firm and either Envestnet or Schwab, other than contractual relationships for their services. Clients electing to use the risk-based asset modeling services offered through Envestnet are billed a "Management Fee" equal to a percentage of assets under management, quarterly in advance.  

SENSUS Wealth offers the Customization of Investment Advisory Services to "Qualified Clients." These services are specifically designed to ensure that their goals, risk tolerance and investment objectives are met. The Firm has discretionary trading authority on behalf of the client accounts. The Firm has contracted with Interactive Brokers LLC, an independent broker/dealer firm, for trading, custodial and reporting services. There is no relationship between Interactive Brokers LLC and the Firm other than the contractual relationship for provision of custodial, reporting and trading services. Clients electing to participate in this program are charged a "Performance Fee" quarterly in arrears. 

SENSUS Wealth is also an Independent Advisory Network Sponsor. Our service provides integrated portfolio, practice management, and reporting solutions to private clients, financial advisors and institutions. The open architecture platform encompasses a broad range of institutional-quality research, investment products, and managed solutions that can be tailored to investors’ needs.

As a sponsor to you, our firm provides access to the Envestnet Advisor Suite™, which gives you the tools to navigate a complex process and find optimal solutions to achieve your desired goals. These brokerage accounts are currently maintained at Charles Schwab & Co.

Awards

For the last ten years running, Daniel E. Rodriguez has been recognized as a Five Star Wealth Manager for his overall satisfaction rating by clients and peers and recognized in Texas Monthly magazine each time. This elite award distinction represents less than 4 percent of all Wealth Managers in the Austin, San Antonio, and Central Texas area. Rozanne McManus was named a Five Star Wealth Manager in 2011 through the present and was recognized in Texas Monthly Magazine in 2011 and 2014. 

Our Vision

We are dedicated to transforming wealth management for the benefit of investors and the advisors who serve them. We are dedicated to serving clients first and foremost with the best solutions possible and to equip them with optimal opportunities to achieve their goals.