Our Story

Metas Investments is dedicated to providing professional portfolio management services to all clients.

Metas Investments, LLC was founded in 2021 by Carlos Flores, BBA from The University of Texas at Austin. During his 9 years of financial industry experience in various roles within trading, wealth management, and operations at firms like Goldman Sachs, Tudor Pickering Holt, and STA Wealth Management, he began taking notice of the lack of affordable and accessible investment services for those not classified as wealthy.

In his eyes, this was a major problem because those are the people that need help the most. Determined to make a difference, he set out to build a service that brings professional investment management to everyone regardless of their net worth. He decided to call the firm Metas Investments.

Metas is the Spanish word for “goals” and at Metas Investments, we are here to help you reach yours.

Metas Investments

11111 Katy Freeway STE 910
Houston, Texas 77079

Disclosures:
Form ADV
Investment Adviser Public Disclosure
FINRA BrokerCheck

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