Investment Management

Our team of experienced investment professionals can help find the right solutions to meet your unique financial objectives. 


Investment Management Services Include:

  • Individual stock research, analysis and recommendations
  • Asset allocation modeling
  • Mutual fund research, analysis and recommendations
  • S&P sector analysis and recommended weightings
  • Economic forecasts

The portfolio management team in the Trust Division is fully committed to helping our customers identify and achieve their financial goals. By tapping into the resources of investment research firms around the world, we are able to bring sophisticated investment management and analysis to our clients right here in Northeast Texas.

Schedule Your Appointment

Investment Products


  • NOT a Deposit
  • NOT FDIC-Insured
  • NOT Insured By Any Federal Government Agency
  • NOT Guaranteed By The Bank
  • May Go Down In Value