Investment Management

In today’s complicated financial world, it pays to team up with someone with a consistent track record of investment excellence.

When you choose Jefferson Bank to manage your investment portfolio, you’re teaming up with experienced professionals committed to helping you make smart decisions and maximize your returns.

Drawing on our investment expertise, we can tailor objectives and options to build a portfolio for your investment account or IRA that will meet your specific needs. We will implement your investment program only after we understand your investment objectives and create an investment policy especially for you.

Our trust advisors can assist you in achieving your goals through management of assets such as:

  • Equities
  • Fixed-income securities
  • Tax-free bonds
  • Mutual funds
  • Notes and mortgages
  • Mineral interests
  • Real estate

 

*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.

Individual Retirement Accounts
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We can provide investment management for your IRA holdings as well as your non-retirement assets. IRAs can require strategies to meet mandatory distribution requirements and avoid punitive tax consequences.

 

 

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Individual Retirement Accounts (IRAs)
Custody Services
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Jefferson Bank can serve as custodian of your investment assets while you or your investment counsel retain authority over investment decisions. As your custodian, we’ll collect investment income and make transfers to you on request. You’ll receive one convenient statement showing all holdings and transactions, plus all necessary tax information.

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Custody Services

Notices & Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:

  • In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
  • Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
  • Email: [email protected]
  • (link sends e-mail)
  • Website: www.dob.texas.gov

Investment and Insurance Products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Deposit products offered by Jefferson Bank. Member FDIC

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NMLS# 597833

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

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Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.

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