Investment Management

Solutions to help your investments to grow and prosper

We have designed a contemporary investment management structure for today’s investment environment. We are committed to minimizing conflicts of interest and providing independent and disciplined advice that competes effectively with any firm in the country.

  • First, we listen. To accomplish your goals, we make sure that we understand them completely. We work with you to develop your personal Investment Policy Statement that is unique to you. We formulate and specify how the account is to be managed. 
  • Second, we construct the Strategic Asset Allocation to best meet your needs and risk tolerance. 
  • Third, we convey our unique current outlook and the Tactical weightings that we recommend for the portfolio. 
  • Last, we implement our strategy and look to capture the returns from the various asset classes by hiring the top investment managers in the country.

We believe that asset allocation will continue to be the overwhelming factor that determines investment returns. It is our opinion that the best way to implement asset classes is through the selection of the top investment managers in the nation. Our team of experienced and objective investment management professionals is committed to this philosophy and, ultimately to our clients and their financial goals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Investment Management Services are available through Private Wealth Services by Amegy Bank, A division of ZB, N.A.

Investment products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank, a division of Zions Bancorporation, 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.