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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Tolleson Wealth Management Recognized as a 2018 Top Wealth Manager by D Magazine
D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2018 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the fourth year in a row Tolleson Wealth Management has received this award. D Magazine […]
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Tolleson Wealth Management Taps Susan Jenevein as New Director of Philanthropy
Tolleson Wealth Management is pleased to announce the hiring of Susan Jenevein as director of philanthropy. Jenevein will create and implement strategies to provide administrative and operational support for charitable organizations as well as manage Tolleson Wealth Management’s donor-advised fund services, which offer individuals, families and family foundations a simplified and highly personalized approach to […]
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Tolleson Private Bank is Proud to Partner with TDHCA for $12 Million Syndicated Loan Agreement
The Texas Department of Housing and Community Affairs (TDHCA) entered into a $12 million syndicated loan agreement with Tolleson Private Bank, Woodforest National Bank and Hancock Whitney. This agreement provides more resources to help prospective, lower-income, first-time homebuyers in Texas with down payments and closing costs. Tolleson Private Bank is active in finding ways to […]
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Tolleson Wealth Management gets Spooky for This Year’s Halloween
Tolleson Wealth Management celebrated Halloween with an after-hours employee reception on Monday evening. Employees got in the Halloween spirit with spooky treats, games and a haunted desk contest. Members of the executive team posed for a picture with the scary décor (Chief Talent & Learning Officer Jeff Strese, President Richard Joyner and Chief Investment Officer […]
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