Investment and Portfolio Management Centered Around You

Make the most of the assets in your portfolio with the trusted investment advisers at FirstCapital Bank of Texas.

True to our mission, FirstCapital Bank of Texas’ investment management team puts you above all. Your investment adviser works closely with you to understand your unique financial situation, goals, and risk tolerance in relation to the overall market outlook. Then, working with our expert team, we tailor a personal investment strategy with solutions to optimize your portfolio and its returns.

We understand how time-consuming managing an investment portfolio can be, so we’re here to help with:

Asset allocation

Our team carefully considers your short- and long-term goals to develop an asset allocation strategy that maximizes returns within your threshold for risk.

Financial statement analysis

FirstCapital Bank of Texas’ dedicated professionals will review your current financial statements and investments to analyze performance and identify opportunities for improvement.

Stock and investment selection

Investment managers complete rigorous reviews of stocks, bonds, and mutual funds before purchasing for a client’s portfolio. If you prefer, your investment manager can submit recommendations for your approval before buying or selling.

Active portfolio management

Our commitment to managing your portfolio is ongoing. We continuously review your investments to monitor performance and adjust as needed.

Portfolio strategy and implementation

Each client receives a custom portfolio strategy that considers their specific objectives, risk tolerance, and the market outlook.

Full-Time Portfolio Supervision from an Investment Partner You Can Trust

When you establish a relationship with us as an investment management client, you’ll have access to our private banking services. Backed by decades of experience, research, and analysis, our private bankers protect the assets you’ve worked so hard to build.

Your FirstCapital Bank of Texas team takes a holistic and fiduciary approach to serve and keep our client’s best interests in mind—and to place your needs above all.

Ready to put our investment expertise to work for your portfolio? Contact us or call Chip Glispin, Executive Vice President, at 214-206-4279.

Investment Management FAQs

What is investment management?

Investment management refers to the handling of financial assets including stocks, bonds, and mutual funds to meet the specific investment goals for the benefit of the investor.  We also manage real estate, timber, and oil & gas assets for our clients.

What is an investment manager?

An investment manager works with clients to understand their financial situation and specific investment objectives, as well as their risk tolerance and tax sensitivity.

At FirstCapital Bank of Texas, our investment managers are backed by a team of advisers who develop custom strategies for each client. With the client’s strategy in mind, they offer services such as asset allocation, portfolio analysis, stock selection, and ongoing portfolio management.

How can investment management help me?

Investment management services can simplify portfolio supervision. If you have a dynamic portfolio with diverse assets, an investment adviser will not only help you manage your portfolio for maximum returns, but they’ll also assist with tax services and administration, as well as other private banking needs.

How do I open an investment management relationship?

To become a client, you sign a simple agreement designating FirstCapital Bank of Texas as your adviser. Then, we can help you coordinate the delivery of the assets you want us to manage. You continue to own your securities, and you may add or withdraw funds or terminate your account at any time. Contact us to get started or learn more.

Disclaimer

Investment products offered by FirstCapital Bank of Texas are not a deposit, not insured by the FDIC or any federal government agency, not guaranteed by the bank, and may go down in value.