We understand that, when it comes to financial confidence, 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 help put them on the track to financial independence. We understand the markets and the risk parameters of our clients and work with our clients to develop a mutually agreeable plan designed to put them on the path to financial independence.
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 strategies with an unwavering focus on risk management for our discerning clients.
Asset allocation and diversification do not guarantee a profit nor protect against loss.