About Us

Grace Capital Management

Independent Hybrid Approach

“Small independent firms with excellent people focused on a well-defined market segment provide the highest likelihood of identifying the intelligent contrarian path necessary to achieving excellent investment results.”

— DAVID SWENSEN Chief Investment Officer, Yale University Endowment

David Swensen is not affiliated with Grace Capital Management. This quote is used for educational purposes only.

Grace Capital Management
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Our Approach

A Truly Personal Alternative

Grace Capital Management was founded to provide a genuinely personal alternative to large banks and brokerages. We believe that every investor deserves thoughtful, independent advice — free from the conflicts of interest that come with proprietary products and corporate sales agendas.

Based in Austin, Texas, our team brings decades of combined experience in portfolio management, financial planning, and specialized alternative investments. Whether you're building wealth for retirement, navigating a complex capital gains event, or seeking to preserve what you've earned, we offer expertise and the personal attention that larger institutions struggle to match.

As an independent firm, we answer to our clients — not shareholders, product sponsors, or corporate mandates. That independence is the foundation of everything we do.

Generations — what we help protect

How Independence Benefits Our Clients

No Proprietary Investments

There are no exclusive relationships with investment banks, brokerages, mutual fund companies, insurance companies, or any other investment firms. We offer a truly unbiased consultative approach.

Objectivity

GCM is not obligated to endorse specific investment research or financial products. Instead, our customized solutions are derived from independent sources and third-party analysis with a focus on quality and accuracy. Our advice is driven solely by client needs and circumstances.

Control Over Fees and Expenses

Without layers of middle management and redundant staff to support, we are able to provide consulting services at a competitive price.

Tailored Approach

There is no one-size-fits-all approach to financial management. GCM conducts original research and expertly applies it to the nuanced needs of our clients. Our clients can rest assured that any advice given is based on their specific situation.

Customized Solutions

We filter comprehensive economic and financial market data and employ quantitative and qualitative analysis. This, combined with practical knowledge and common sense, enables us to create highly customized financial solutions for you.

Risk Management

Risk management guides our entire investment process. By combining leading risk technologies with integrated global strategies, we can focus on delivering risk-adjusted performance.

Consistent and Repeatable Processes

Rather than chasing short-term gains, we work hard to meet and exceed real, agreed-upon, long-term benchmarks. This requires discipline, a time-tested approach to business and ongoing analysis. There is wisdom in knowing what is consistent and repeatable.

Service, Communication and Collaboration

Success is more than just the bottom line; it's about the confidence we instill in our clients. Of utmost importance is our commitment to exemplary service, open communication and collaborative relationships. It is how we pursue our clients' satisfaction and long-term success.

What Guides Us

Our Core Values

People

This is the most important aspect of our business; from our employees, to our vendors and fund managers, and above all, our clients. Relationships come first.

Courage

We have the resolve to pursue excellence, holding steady when the tides change, while maintaining the ability to change course when necessary. We give you honest advice — even when it's not what you want to hear. Our job is to protect your interests, not tell you what's easy.

Humility

Markets are unpredictable. We acknowledge what we don't know. We are lifetime learners, disciplined, willing and able to learn in the best interest of our clients.

Best Practices

Consistent processes, rigorous research, and time-tested strategies. We continually strive for excellence in ourselves, our advice, and our service to clients.

Our Approach

How We Work

1

Discovery Conversation

We start with a no-obligation consultation to understand your financial situation, goals, tax concerns, and what matters most to you.

2

Strategy Analysis

Our team evaluates the full range of solutions — from traditional portfolio management to alternative investments — and identifies what aligns with your objectives.

3

Implementation

We present clear, comprehensive options with full transparency around risks, potential benefits, timelines, and costs. No surprises.

4

Ongoing Support

Once you've made your decision, we handle the details and provide continuous monitoring, rebalancing, and communication throughout the life of your investments.

Our Team

Meet the Advisors

George began his consulting career in 1996, developing a diverse client base ranging from professional athletes to business owners. Prior to co-founding Duff & Boynton, where assets doubled during his tenure, George successfully rose to Vice President of Investments at A.G. Edwards & Sons. Before becoming a financial advisor, he worked as a buyer for Neiman Marcus, a background still evident in his subtle, sartorial style.

George received his M.B.A. with a concentration in Finance and his B.B.A. in Marketing from the University of Texas at Austin. He is a guest lecturer at UT Austin and Austin Community College. He is also a member of the Texas Exes Finance and Scholarship Committees.

George was born in La Paz, Bolivia, and speaks Spanish.

Earl Proeger — Wealth Advisor, Alternative Investments

Earl Proeger

Wealth Advisor,
Alternative Investments
Series 7, Series 63, SIE · NMLS #1159073

(512) 293-7731
earl@grace-cap.com

Earl Proeger has a diverse background in sales & business development. Earl studied Chemical Engineering at the University of Texas and holds a BA degree from St. Edward's University. His career spans multiple sectors including education sales at Apple and financial services with roles in insurance, mortgages, and securities.

In 2023, Earl joined Grace Capital Management, specializing in securities that qualify for 1031 Exchange proceeds. He collaborates with CPAs, Commercial Realtors, Qualified Intermediaries, Ranch & Land specialists, and Estate Planners to defer capital gains taxes for the sellers of investment property.

Earl is married with 3 children and enjoys cycling, rowing, and camping with his family as well as being very involved in their church community.

Victor Garcia — Wealth Advisor, Tax & Legacy Planning

Victor Garcia

Wealth Advisor, Tax & Legacy Planning · CPA, CFP®, CFPA

(737) 340-7915
victor@grace-cap.com

Victor works directly with an exclusive number of families, partnering with boutique CPA firms, RIA family offices, and wealth management firms to minimize taxes, grow client wealth, and multiply their legacy across generations. A man of deep faith, Victor lives just north of Austin with his wife Jennifer and their four children. The Garcia family serves at Vintage Church Liberty Hill and are members of the Georgetown WATCH Homeschool Co-op.

Kynda Olsen — Office Manager

Kynda Olsen

Office Manager

(512) 485-1800
kynda@grace-cap.com

Kynda, a native Texan, has worked in financial planning for over a decade. She has served Grace Capital Management since 2009. Kynda is happily married to Chris, a local high school teacher and football coach. Together, they have a son.

While attending the University of North Texas, Kynda started her own company, Kynda Lynn Photography, and was co-owner of Kiddie Computer Company. She has been a member of Texas High School Coaches' Wives Association and Fellowship of Christian Athletes since 1997.

When not on a soccer, t-ball, or football field, Kynda enjoys discovering local Austin adventures with her boys, like kayaking, live music, and food trucks.

Jack Dorman — Investment Advisor, Technologist

Jack Dorman

Investment Advisor, Technologist

(512) 485-1800
jack@grace-cap.com

Jack has enjoyed multiple careers, each challenging and fulfilling. He moved to Austin to study mathematics and computer science at the University of Texas and received a B.A. in Math with honors. He has worked for several large technology companies (Texas Instruments, Intel, Tandem) and also for smaller, start-up companies. He loves the challenge of starting new things.

Jack is a follower of Christ and has been actively involved in leadership in his community of faith for most of his adult life. He pastored a medium-sized congregation for almost a decade.

He has been friends with George Duff for many years and joined George at Grace Capital Management as an investment advisor and technologist. Jack's care for people, his business skills, and leadership uniquely qualify him to work with others to set and meet financial goals.

Jack and his wife, Debbie, were married in 1978 and have a son, Jeffrey. Jack enjoys sports of all kinds, music, reading, learning and occasionally joining his brother in cooking large quantities of food for people.

Understanding Our Model
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