INVESTMENT MANAGEMENT

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Put Yourself on the Course
to Your Best Financial Future

Protect and build your wealth with guidance from The Private Bank at PlainsCapital. Our investment process begins with establishing a complete understanding of your needs and goals, tolerance for risk, current portfolio allocation, tax considerations, and your other unique needs and circumstances.

Your investment strategy will be optimized to prudently grow your wealth over time, rather than by chasing short-term gains. Decades of investment analysis have shown that capital growth is best achieved through a diversified, tax-sensitive investment approach that emphasizes steady gains.

Our Investment Management Services Include:

Our Investment Management Services Include:

  • Focusing on your plans, needs, and preferences
  • Portfolio structure analysis
  • Risk preference monitoring
  • Tax planning and analysis
  • Cash and liquidity management
  • Daily multi-level market analysis

Contact Us

For more information, email us below or call to talk to a specialist in your area:

Austin
Dallas
Fort Worth
Houston
Lubbock
McAllen

Other Private Bank Solutions

Trust & Estate Services

Protect your family’s financial future with comprehensive trust and estate services from PlainsCapital.

Financial Planning

Get your personal blueprint to financial success.

Family Office

Practical guidance from the experts at helping ultra-high-net-worth individuals, foundations, and families manage their wealth.

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