Comprehensive Wealth Management solutions to meet our clients' unique needs
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
- Individual Retirement Account solutions:
- Traditional and Roth IRAs
- Rollover IRAs
- Inherited IRAs
- MyWay IRA (self-managed, low cost IRA solution with pre-screen investment options)
The portfolio management team in the Wealth Management 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.