Private Client Brokerage It is amazing what your Amegy financial professional can help you do.
In today's evolving investment services arena, the Private Client Brokerage Group brings the dedicated expertise required to help you meet your financial goals. Sound asset allocation, diversification and financial discipline are the cornerstones of our investment philosophy. Backed by our strong market expertise, we work closely with you to define your investment goals and develop a long-term strategy to help you achieve them.
Our Private Client Brokerage Group provides full service to meet all of our clients' investment needs. We have professionals who:
Respond with a local, hands-on approach.
Can assist clients with all facets of portfolio structure, implementation, and ongoing review.
Ensure clients competitive pricing and timely reporting.
Comprehensive Support The Private Client Brokerage Group provides comprehensive brokerage execution and financial services. Our thorough understanding of the changing needs of investors has been a major factor in our success, and drives our constant effort to deliver the latest innovations to our clients.
Each service we offer is designed to strengthen financial relationships; and we believe these relationships are the best investment one can make. We can help you address all of your financial goals and will work with you on various aspects of your investments including, but not limited to, risk associated with holding a concentrated position in a single issue with limited liquidity. Features of the Private Client Brokerage Group
Product Expertise: We are staffed with an experienced team of dedicated professionals who understand the complex and time-consuming parameters surrounding investment transactions such as the exercise of employee stock options, or those related to restricted and control stock.
Priority Support: We are committed to delivering the best service at all times.
Dedicated Team: Our local team ensures service continuity and access to investment experts who are dedicated to helping you.
Proactive Status Updates: We keep you up-to-date regarding the status of any transactions processed on your accounts.
Alternative Strategies: We structure alternative strategies and investments to complement your total investment needs.
We offer our clients:
Equities
Fixed Income
Mutual Funds
Money Markets
Financial Planning
Retirement Accounts
Alternative Investment Vehicles
Separate Account Management
Insurance Solutions
For more information, call 713-232-2222 to speak with a Private Client Brokerage Professional.
Investment products and services are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank N.A. Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteedby Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks including the possible loss of principal value or amount invested.
