Maxout Savings

Save Aggressively and Invest Conservatively®

Conservative, Value-Based Strategy

Investing With high Conviction

Individually Tailored Advice

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You need a financial advisor on your Side

Spend Your Retirement Following Your Dreams, Not Chasing Your Investments

MaxOut Savings Advisors manage retirement funds with a conservative, value-based investment strategy, with an emphasis on risk management. We are Houston based; local and personal. When MaxOut Savings manages your retirement funds, we make the investment decisions for you- so you can enjoy your retirement

This is Too Important To Do It Alone.

We are direct investors in stocks and bonds, with over a quarter of a century of successful account management experience. The MaxOut Savings Advisors Team will manage your 401(k) Rollovers, trusts, taxable accounts, and Investment Retirement Accounts (IRAs) using our value investment approach. We are not brokers. We are investment advisors, and we don’t get paid commissions or push you to buy products.

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Learn About Our Leadership

Ted Geoca, President

Ted Geoca is President and Chief Investment Officer at MaxOut Savings Advisors, LLC, the company he launched in 2006.  With over twenty-five years of experience in retail and corporate financial management, Ted specializes in value investing in the stock and bond markets for retirement accounts. MaxOut Savings clients benefit from Ted’s risk management strategy to anticipate the market in both upturns and downswings.  His conservative investment approach reflects his personal commitment to helping his clients’ accounts grow while minimizing exposure to risk.

Ted began his career at the prestigious value investing firm, Oppenheimer & Co., where he worked for over a decade.  He is a well-established Houstonian, having lived here since his childhood.  Ted earned his degree, a Bachelor of Science in Mechanical Engineering, from Texas A&M University in College Station, Texas.  He and his wife, Karen, are the proud parents of three grown sons – one of whom served in Afghanistan in the U.S. Marine Corps, one is a computer scientist, and one who recently begun his college journey.  When he is not working, Ted enjoys running, hunting and fishing.

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