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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Lessons Learned Navigating the Pandemic
How have families navigated the pandemic? What are some of the valuable lessons learned? Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes and learning to practice decision-making with your family can help when crisis strikes. In my latest episode of Tolleson Insights, I share my insights after […]
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Tolleson Insights Podcast
Welcome to the Tolleson Insights Podcast where I share conversations to help families build on their success and leave a more meaningful legacy. Ep. 5 – Lessons Learned Navigating the Pandemic Every family dynamic was disrupted and challenged during the pandemic. How have families navigated it? What are some of the valuable lessons learned? In […]
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Giving Together: Using Philanthropy to Prepare the Next Generation
In the latest Tolleson Insights podcast episode, I talk about philanthropy and how families can accomplish successful giving with our Director of Philanthropy and Family Engagement Susan Wells Jenevein. Giving Together: Using Philanthropy to Prepare the Next Generation Philanthropy provides families the unique opportunity to create impact, share values, and make decisions together. It can […]
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Quarter-End Snapshot: Q4 2017
Quarter-End Snapshot Q4 2017 Scroll Down Firm Update from J. Richard Joyner, President Even though we rang the bell to kick off 2018, I can’t help but take a minute to talk about some of the amazing things that happened in 2017: massive changes to income and estate tax rules, financial markets that exceeded almost […]
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