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
-
Tolleson Wealth Management Celebrates 15-Year Anniversary
On February 26, 2015, Tolleson Wealth Management celebrated its 15-year anniversary with an event commemorating the firm’s history and employee tenure. The event also emphasized the reiteration of the firm’s purpose and core values, which were enhanced through conversations and interactions with employees. “The Tolleson of today is still grounded in its core values and the […]
Read more -
Selection of Trustees
As a professional client advisor for more than 30 years, I have worked with quite a few families struggling to make good decisions about how to arrange their affairs after their deaths
Read more -
Employees Volunteer with Junior Achievement of Dallas’ Finance Park to Teach High School Students About Budgeting
On March 23, employees spent the day at Junior Achievement of Dallas’ Finance Park helping more than 45 high school students from Garland ISD learn about building and maintaining personal budgets. The Finance Park program consists of an interactive, real-world simulation that shows students how to manage monthly expenses such as rent/mortgage, car payments, insurance, savings, entertainment, […]
Read more -
Houston Business Journal Ranks Tolleson Private Bank as the South’s Largest Healthy Bank
Tolleson Private Bank is largest bank in the South with a Texas ratio of zero, which indicates its ability to cover bad debts with tangible equity capital. According to the Houston Business Journal article, “Texas had the most banks in the U.S. with a Texas ratio of zero.”
Read more