Investment Management
"Successful investment strategies begin with your goals. We manage for steady growth and downside protection. With you and for you, we build a portfolio that is true to your risk tolerance and customized to your family's lives and needs.” – Eric Bennett, Chief Investment Officer
How We Help
A LONG-ESTABLISHED STRATEGY
The core of our wealth management strategy is investment management. Developed in 1997, it was specifically designed for families of significant wealth to meet their unique needs. We serve as your partner, providing you with professional advice, access to resources and knowledgeable investment managers.
CUSTOMIZATION
We customize our investment approach by first recognizing your needs and creating a strategy that’s based on your goals, risk tolerance and other preferences. Our team is driven and inspired to serve the client’s best interests.
PROACTIVE MANAGEMENT
We communicate and monitor your investments with proactive correspondence and timely reporting. Over time, we manage your portfolio with the focus on protecting your assets and managing tax efficiency. We conduct continuous due diligence and monitoring of investments to stay in line with your investment goals.
A LONG-ESTABLISHED STRATEGY
The core of our wealth management strategy is investment management. Developed in 1997, it was specifically designed for families of significant wealth to meet their unique needs. We serve as your partner, providing you with professional advice, access to resources and knowledgeable investment managers.
CUSTOMIZATION
We customize our investment approach by first recognizing your needs and creating a strategy that’s based on your goals, risk tolerance and other preferences. Our team is driven and inspired to serve the client’s best interests.
PROACTIVE MANAGEMENT
We communicate and monitor your investments with proactive correspondence and timely reporting. Over time, we manage your portfolio with the focus on protecting your assets and managing tax efficiency. We conduct continuous due diligence and monitoring of investments to stay in line with your investment goals.
Resources
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Richard Joyner Receives #2 Ranking on Barron’s Top Advisory List for Second Year
The Barron’s released their 2019 Top Advisor Rankings this week for each state, with Tolleson Wealth Management’s Richard Joyner at #2 on the list of 90 advisors throughout Texas. This is the second year that Joyner was listed. Read about the 2018 ranking here. The rankings are based on data provided by over 4,000 of […]
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Technology and Operations Teams Show Down in Bowling Competition
Chief Technology Officer and Chief Operating Officer John Scheibe oversees one of Tolleson Wealth Management’s largest teams, including Information Technology, Business Applications, Wealth Operations, and Client Bookkeeping Services. The group manages more than 80 applications that work together and give a streamlined and consistent experience for employees and client families. Taking a break from all […]
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Celebrating the Life and Contributions of Gene H. Bishop
Gene H. Bishop 1930-2019 The team at Tolleson Wealth Management mourns the death of board member and advisor Gene H. Bishop after hearing the news of his passing last week. He was a mentor and dear friend to many at the firm. “Without question, Gene was the finest businessman, banker that I’ve ever been around,” […]
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Chief Investment Officer Eric Bennett Goes Inside the Investment with John Goff
Chief Investment Officer Eric Bennett and Tolleson Wealth Management’s Investment Team hosted a private reception featuring John Goff to talk current trends and opportunities in today’s real estate markets. Goff is the founder of Goff Capital and co-founder and chairman of Crescent Real Estate. With more than 20 years of experience in investing in real […]
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