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INVESTMENT MANAGEMENTGeneric InvestmentInvestment 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 East Texas.

 
 

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