Private Client Investments

Giving you greater peace of mind

The Amegy Investments, Inc., Private Client Investments Group brings dedicated market expertise required to help define your investment goals and develop a long-term strategy to achieve them. Sound asset allocation, diversification and financial discipline are cornerstones of our investment philosophy.

Amegy Private Client Investments Group

  • Product Knowledge: Our experienced team understands 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 ensuring service continuity and access to investment professionals dedicated to helping you.
  • Dedicated Team: Our local team responds with a hands-on approach to assist you with all facets of portfolio structure, implementation, and ensure competitive pricing.
  • Proactive Status Updates: We keep you up-to-date regarding the status of any transactions processed in your accounts and provide timely reporting.
  • Alternative Strategies: We understand the changing needs of investors which drives our continual effort to deliver the latest innovations to our clients. We make available alternative investments to complement your total investment needs.

Registered Investment Advisory

  • Amegy Investments believes that asset allocation is the most important factor in generating returns.
  • We offer a managed account with dynamic allocation using active third party managed and passive investments. 
  • Our diversified platform, products and services offer solutions to meet individual goals and objectives.

Additional Services

  • Equities
  • Fixed Income
  • Mutual Funds
  • Money Markets
  • Retirement Accounts
  • Insurance Solutions

For more information, call us at 713-232-2222 to speak with a Private Client Investments representative.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investment products and services available at select Amegy Bank, a division of ZB, N.A. banking centers are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank, a division of ZB, N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank, a division of ZB, N.A.

Investment and insurance products offered are NOT insured by the FDIC or any other government agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank, a division of ZB, 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.