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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Making Caring Cool with our Family Education Speaker Series
Tolleson Wealth Management hosted WE Charity founder and Social Entrepreneur Craig Kielburger for a recent Family Education Speaker Series event at Dallas Country Club. Craig gave valuable insights to the audience about how to involve the rising generation in philanthropic activities and how to ‘make caring cool.’ He told stories that ranged from speaking with […]
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Recognizing the Top Mergers & Acquisitions in North Texas
Tolleson Wealth Management was the presenting sponsor of this year’s D CEO Mergers and Acquisitions Awards last week. The awards ceremony featured opening remarks from Richard Joyner, President, a panel of dealmakers to give insight into working on large deals, and featured the winners of each category, including dealmaker of the year. “At Tolleson Wealth […]
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Strengthening Mentorship Culture through Successful Reverse Mentor Program
For the past year, 13 pairs of millennials and senior executives participated in the full launch of Tolleson Wealth Management’s “Level” Reverse Mentor Program. After a successful six-month pilot, millennials across the firm partnered and met regularly with senior executives to give mentorship guidance, discuss important themes, and grow collaboration across departments. The firm recognized […]
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Tolleson Wealth Management Supports Family Compass as the Presenting Sponsor of the 2019 North Star Luncheon
Tolleson Wealth Management supported Family Compass as the Presenting Sponsor of the North Star Luncheon earlier this week. Susan Jenevein, Director of Philanthropy, co-chaired the luncheon and Dotti Reeder, Managing Director on the Client Advisory Team, gave opening remarks. “From our work with the families at Tolleson we know that all parents just want their […]
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