PRIVATE WEALTH INVESTMENT
& BROKERAGE SERVICES

INVESTMENTS FOCUSED ON YOUR GOALS AND VALUES

In many cases — even for successful business owners — the skills and knowledge you used to build your business aren’t the right ones to help you manage and grow your personal wealth. Our advisors work with you to provide the meaningful and timely asset allocation decisions needed to take the emotion out of investing and improve your portfolio’s performance. Using a deliberate and thorough planning process, we set achievable goals for your investments with a priority on wealth preservation.

Investment Management Solutions

Investing is about eliminating distractions. That’s why we focus on generating returns based on your objectives rather than arbitrary benchmarks. Our advisors build on their years of experience to craft an appropriate investment strategy, and then bring that strategy to life using an objective and unbiased investment platform offering access to a broad array of cost-effective investment solutions. All decisions related to asset allocation and investment manager selection are overseen by our seasoned and credentialed investment committee, giving you the institutional-quality investment solutions needed to achieve your goals both now and for years to come.

Brokerage Services*

Through our arrangement with Raymond James Financial Services, Inc., our advisors are empowered with the flexibility and independence to serve our clients’ every investment need, including:

  • Stocks
  • Mutual Funds
  • Money Market Funds
  • Exchange Traded Funds
  • Convertible Securities
  • Options
  • Fixed Income Strategies and Bond Ladders
  • Individual Bonds
  • Government Bonds
  • Corporate Bonds
  • Municipal Bonds
  • Master Limited Partnerships
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Limited Partnership Structures

Investor Access

Check the background of this firm on FINRA’s BrokerCheck

*Wealth Strategy, Financial Planning, Investment Management and Securities are NOT insured by FDIC. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are: • NOT deposits • NOT insured by FDIC or any other government agency • NOT GUARANTEED by the bank. Subject to risk and may lose value. Click here to view the Privacy Notice. Texas Capital Bank and Texas Capital Bank Private Wealth Advisors are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Diversification and asset allocation do not ensure a profit or protection against loss.

**Registered representative of Raymond James Financial Services.

2000 McKinney Avenue, Suite 1800, Dallas, Texas 75201 | 214.210.3092

contact us

Steve Orr**

Chief Investment Officer | Dallas, TX 214.932.6852 214.932.6852

Emily Dawson**

Private Client Advisor | Dallas, TX 214.932.6894 214.932.6894

Dale Cloud**

Investment Advisor | Houston & Austin, TX 512.305.4093 512.305.4093

Greg Kalb**

Investment Advisor | Austin, TX 512.305.4064 512.305.4064

Dave Stevens**

Investment Advisor | San Antonio, TX 210.390.3839 210.390.3839

THE CHARITABLE GIVING THAT GIVES BACK.

Did you know that a Qualified Charitable Distribution lets you donate from your IRA while reducing your taxes?

READ THE PAPER

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