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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Richard Joyner’s Industry Leadership is Recognized by Barron’s and UT Wealth Management Center
We are proud to celebrate Richard Joyner, President of Tolleson Wealth Management, for his service to the wealth management industry. Recently inducted to Barron’s Hall of Fame, Richard was featured in the publication’s Top 100 Advisor rankings for the last 10 consecutive years. As Barron’s states, this award honors advisors who, “exemplify long-term success and […]
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Employees Partner with St. Philip’s School & Community Center Through Pantry Drive
As part of Tolleson Wealth Management’s commitment to creating a meaningful impact in the Dallas community, the firm continues to proudly serve its partnership with St. Philip’s School & Community Center. In August, employees participated in a food and supply drive to benefit the Aunt Bette’s Community Pantry, contributing nearly $3,000 in online donations and […]
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Barron’s Ranks President Richard Joyner on the 2021 Top Independent Advisors List
Barron’s 2021 Top Independent Advisor list was released, with Tolleson Wealth Management’s Richard Joyner listed as #16 of 100 advisors in America. As identified by Barron’s, the ranking is reflective of the “volume of assets overseen by the advisors and their teams, revenues generated for the firms, and quality of the advisors’ practices.” He was […]
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2021 Fitness Challenge: Celebrating Summer Sports
Each summer, Tolleson Wealth Management employees take part in a fitness challenge, encouraging all participants to stay active with friendly competition. The 2021 Fitness Challenge honored the Summer Olympic Games with its theme and kicked off with a weekly goal to hit 90 active minutes. Employees were then encouraged to increase that baseline by 30 […]
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