I believe in the power of what we can do together.
My name is Steve Doss, and I am your regional wholesaler for New York Life Investments. My wife, Pamela, and I have two daughters, Hailey and Harper, and live in the Bellaire, Texas, area. We love to travel and are blessed with two girls who constantly make us laugh. As an Air Force brat, I traveled around a bit, but made my way down to Texas for college and have been here ever since. When given the hall pass, I’m likely golfing, fishing, hunting, or working the grill or smoker for college gameday in the backyard.
With 18 years in the asset management industry, I take a lot of pride in the advisors I’ve been able to listen to and learn from. Your clients understand the service and time you have dedicated to the financial success they have accrued.
With that value in mind, my goal is to deliver those same principles to you through a thoughtful approach to best understanding your practice and finding meaningful ways to be additive.
Get insight before it becomes hindsight.
As your advisor consultant, I am invested in delivering value beyond investment performance potential. To help you navigate current market conditions, I have compiled some perspectives that I strongly believe in, created by the domain experts of our independent boutiques and investment teams.
MGOIX - MainStay MacKay U.S. Infrastructure Bond Fund
Investing in high-quality taxable municipals.
MainStay MacKay Short Duration High Income Fund (MDHIX)
The team seeks to generate alpha by investing in higher-quality high yield with strong credit profiles and a target duration of less than three years.
Seeks to achieve long-term capital growth by investing in a dynamic combination of stable and emerging growth stocks of small and mid-cap growth-oriented companies as it seeks to outperform its benchmark.
Let’s have a conversation. I’m here to support you.
New York Life Investments is deeply committed to helping you make informed financial decisions. Along with our timely insights, I hope you will see me as a valuable resource that can help you build resilient portfolios across market cycles. For more information about New York Life Investments, visit newyorklifeinvestments.com.
Steve Doss
Advisor Consultant – Greater Houston & Louisiana
P: (713) 560-2035 E: Steve_Doss@NYLIM.com
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal, or volatility of returns. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors, and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. No representation is being made that any account, product, or strategy will or is likely to achieve profits. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Clients should consult your tax or legal advisor regarding such matters. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.