Trust. Experience. Excellence.
All of these are important differentiators at any level of investment advice, but they are most important when selecting a trusted, multi-generational advisor who will someday work closely with your spouse, children and grandchildren.
First, we acknowledge our legal fiduciary duty to you for the investments that you place under our management - to act on your behalf and in your best interests. We have no hidden fees or commissions, revenue sharing or proprietary trading. Our careful due diligence allows us to select ideal specialists from a broad, independent universe to invest on your behalf. We do not "sell you" in-house products or funds in order to generate more revenue for our firm.
Our process is executed entirely by our experienced, Texas-based wealth management team serving you with a high degree of professionalism, access and care. We also draw upon the extensive resources of one of the strongest regional banks in the country, Texas Capital Bank.
Using a disciplined approach, we carefully build and manage a customized, sophisticated multi-asset class investment portfolio. Your portfolio is designed to deliver risk-adjusted returns to meet your family's objectives for protecting, growing and transferring wealth. We do that against the backdrop of your family's estate plan and total wealth picture.
For more information, please contact:
President, Wealth Management & Private Banking