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Investment Philosophy

The core of our wealth management strategy is investment management. Our firm has more than a decade of experience managing money for wealthy families. In our investment philosophy, we regard as prudent those strategies which safeguard our clients’ financial position for the long term, and seek to return steady growth in all market conditions. We believe in crafting a thoughtful and disciplined approach that will help you best achieve your investment goals. When you invest with Tolleson Wealth Management, you will have the support of our dedicated investment team as well as access to our family of Rock Bluff™ investment funds.

A PRUDENT STRATEGY
FOR A DYNAMIC WORLD

  • Involves asset allocation and investment manager selection by our investment team overseen by our investment committee
  • Seeks attractive returns while controlling risk and volatility
  • Creates a diversified portfolio, avoiding risky or unattractive asset classes
  • Hires best-in-class money managers rather than choosing stocks internally
  • Rigorously monitors asset allocation

STRATEGIC
AND CUSTOMIZED

  • Focuses on investment alternatives and issues unique to wealthy individuals and families
  • Thoroughly evaluates the client's portfolio, financial position and goals
  • Carefully appraises the tax efficiency of investment alternatives
  • Seeks to minimize fees, transaction costs and taxes

For disclosures, please click here.

General Disclosures

This is not a solicitation or an offer to buy a security or investment or to participate in any investment strategy. Past performance is no guarantee of future results. No representation is being made that any investment will or is likely to achieve profits or losses. All investments involve risk, including the loss of principal. A client's return will be reduced by advisory and administrative fees and other expenses. A description of these fees can be found in Part 2a of Tolleson Private Wealth Management's Form ADV. If you have any questions regarding this information, please contact your Tolleson Wealth Management representative.

Rock Bluff Investment Funds

Any client who subscribes, or proposes to subscribe for an investment in any partnership must be able to bear the risks involved and must meet the partnership's suitability requirements. Some or all alternative investment programs may not be suitable for certain investors. No assurance can be given that the partnership's investment objectives will be achieved. Partnership investments are typically speculative and involve a substantial degree of risk. The partnership may be leveraged and engage in other speculative investment practices that may increase the risk of investment loss. An investor must realize that he or she could lose all or a substantial amount of his or her investment in the partnership. Partnerships are generally highly illiquid. There are restrictions on transferring interest in the partnership. All redemptions from the partnership are subject to the available liquidity of the partnerships and general partner consent. In the event of a complete redemption, 5-10% is withheld and paid after completion of the annual audit of the partnership. This summary is subject to the terms of the respective partnership agreements. It is not intended to change or modify them.

The instruments in which the partnership invests may involve complex tax structures and there may be delays in distributing important tax information. The partnership is not required to provide periodic pricing or valuation information to investors with respect to its individual investments. There is generally no secondary market for an investor's interest in a partnership and none should be expected to develop. Additionally, the partnership is not subject to the same regulatory requirements as a mutual fund, including the SEC's registration and disclosure requirements. The partnerships referred to in this presentation have not been and will not be, registered under the U.S. Securities Act of 1933 as amended, the securities laws of any other state or the securities laws of any other jurisdiction, nor is such registration contemplated. Certain of the trades executed for the partnership may take place on foreign markets, which inherently involves a greater degree of risk. For further information regarding the risk factors and conflicts of interest with respect to the partnership, please refer to the partnership's offering memoranda and subscription documents. Any such offer of solicitation may only be made by means of delivery of an approved confidential offering memorandum.