father and son planting a tree

Investment Management

Our dedicated team is ready to go to work for you.

These days, everyone with plans, hopes, and dreams for the future wants to grow their assets.  TBT's team of experienced investment professionals is fully committed to helping each and every customers identify and achieve their financial goals.
Investment Management Services
  • 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, including Traditional and Roth IRAs; rollover IRAs; inherited IRAs; and MyWay IRA (self-managed, low cost IRA solution with pre-screen investment options)
By tapping into the resources of investment research firms around the world, TBT's experienced team is able to bring sophisticated investment management and analysis to clients here in East Texas.