A Process That Yields Results
At Texas Capital Bank, we apply a proven process and high-touch level of individual attention to create a successful, highly personalized portfolio specifically for you and your family.
Our first step is getting to know you. We take time to really understand important aspects of your financial circumstances, including your cash flow requirements, tax issues, time horizon, risk tolerance, your interests and short and longer-term goals. We offer a comprehensive range of services and solutions, including:
Individual Investors:
- Investment management
- IRA rollovers
- Personal trust services
- Wealth transfer and estate planning
Specialized Support for Individual Trustees:
- Fiduciary review and record keeping
- Investment management
- Custody of securities
- Performance measurement
Armed with a clear understanding of your needs, we:
- Prepare an in-depth asset allocation analysis
- Develop your customized asset allocation plan
- Implement your customized investment strategy
Putting into place the investment vehicles needed to implement your plan is just the beginning of our commitment to you. We report results to you on a quarterly basis, evaluating each manager to make certain they continue to meet our exacting standards. Periodically, we review and make adjustments to your plan based on any anticipated changes in your goals, objectives or current circumstances.
Put our experience and commitment to work
Our advisors average more than 20 years of experience. While we use a host of technological tools to add speed and value to your program, our primary focus is on the personal relationship we create with you. If for any reason you are dissatisfied, we will return your last month’s fee. We think that’s the right way to work. For more information, please contact:
Dave Folz
Executive Vice President, Group Manager
214.932.6625
John Meder
Chief Investment Officer
214.932.6725