The Relationship Difference
In order to accumulate and preserve wealth in today’s complex world, it is essential to understand and take advantage of the many financial, investment, and estate planning options available. We are committed to providing solutions that meet your needs. As one of the premier banks of South Texas, Texas Regional offers unmatched experience and expertise in all aspects of trust and wealth management.
At Texas Regional Bank, our dedicated team of investment professionals employ an investment philosophy based on your long term goals. We believe that each client is unique and as a result we have developed strategies that address the diverse needs of our clients. From wealth accumulation to preservation and distribution, our team will work with you, your attorney, and your CPA on all aspects of your plan. Our passion lies in the long term relationships we build and the high quality, sound results we provide.
Our Investment Philosophy
Most traditional advisors and investment managers strive to pick winners and losers in the market, however, trying to outperform the market frequently results in excessive trading costs and market under performance. We believe markets are efficient and that, consequently, it is nearly impossible to consistently outperform the market over time. Our investment approach focuses on creating diversified portfolios combined with attention to keeping trading and investment management fees as low as possible.