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
- Part I: The Multi-Family Office
One of the most common questions prospective client families ask me is about the advantages of working with a multi-family office. “I have an estate planner, and a CPA, and an investment advisor,” they say. “Can’t I just work with them and get the same result?” Well, yes and no. It’s fair to say that […]
Read more - BSA Analyst Suzy Poile Receives Community Service Award for Volunteer Work and Love of Helping Dogs
Each year, Tolleson Wealth Management presents a Community Service Award to the employee with the most amount of service hours to recognize the hard work and impact made giving back to the local community. The selected recipient of this award receives a $1,000 grant for the charity of his or her choice. Tolleson Private Bank’s […]
Read more - Chief Talent and Learning Officer Jeff Strese Provides Insights to Family Business Magazine about the Rising Generation
While assisting families prepare the rising generation for leadership, Chief Talent and Learning Officer Jeff Strese often sees young adults eager to get involved with their family’s enterprise. In his latest Family Business Magazine article, “Good practices in family well-being: Embracing the rising generation,” he highlights how families can gain stronger unity by improving communication […]
Read more - InvestmentNews Names Tolleson Wealth Management a 2020 Best Places to Work for Financial Advisors
InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the third consecutive year. The selection is based on employer and employee surveys regarding culture, benefits, career paths, and more. The firm was chosen as one of this year’s top 75 firms throughout the country. “Tolleson […]
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