We understand that, when it comes to financial security, one size does not fit all. That's why we pride ourselves on getting to know our clients and their aspirations. With Teresa's more than 30 years of experience and the experience of her team, we develop, implement, and continuously monitor plans for our clients to put them on the track to financial security. We understand the markets and the risk parameters of our clients and work with our clients to develop a mutually agreeable plan to put them on the path to financial security.
The Texas Capitol Group values integrity, a commitment to personal excellence, and mutual respect.
We are committed to understanding the needs and wants of our clients and to developing and implementing a plan tailored to suit the unique situations of our clients. We hold ourselves accountable to our clients by honoring our commitments, providing results, and providing the highest quality of service that our clients have come to expect.
For the institutional investors and high-net-worth individuals we serve, the financial requirements and objectives are highly sophisticated.
We develop and create globally diversified portfolios without reliance on third-party funds or outside money managers. It’s what best allows us to provide individualized investment solutions with an unwavering focus on risk management for our discerning clients.
Asset allocation and diversification do not guarantee a profit nor protect against loss.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2A as well as the client agreement.