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’s Investment Team Debunks Junk Bonds with Joseph Naggar
Tolleson Wealth Management’s Chief Investment Officer Eric Bennett and Investment Team hosted a private reception featuring Joseph Naggar to discuss navigating today’s 1.2 trillion high-yield bond market. Joseph is Partner and Head of Structured Products at GoldenTree Asset Management. Since his hire in 2007, he has played an instrumental role in building the firm’s structured […]
Read more - Disaster Relief Resources for Hurricane Dorian
Our thoughts are with those impacted by Hurricane Dorian in the Bahamas as well as the Southeastern United States. If you are interested in supporting the relief efforts, our Philanthropy Services Team has compiled information regarding the best ways to help and donate. To ensure that your charitable dollars will be used wisely and effectively, […]
Read more - Private Wealth Management Interns Reflect on their Summer at Tolleson Wealth Management
Rising seniors, Cullen Scott and Keaton Jones, worked as part of the Client Advisory Team in their Private Wealth Management internship role this summer. “I was able to work hands-on seeing the breath of services Tolleson Wealth Management provides to clients,” says Cullen. He enjoys the complex work he is completing within investment and […]
Read more - Strengthening Leadership Culture at the Sixth Annual Leadership Retreat
Leaders at Tolleson Wealth Management gathered together this July during the firm’s annual leadership retreat. Over two days, the group participated in interactive sessions to refine their leadership skills and set a vision for the future. There are six key components that help create a strong leadership culture: team building, communication, addressing industry trends, cross-departmental […]
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