Founder of Texas Capital Management, Gary Clemmons, served the Texas Bay Area for 40 years – making Texas Capital Management the oldest financial service company in the greater Baytown, Texas area. Now under the ownership of longtime employee and Senior Portfolio Manager, Juanita Finley, TXCM remains dedicated to continuing its cutting edge strategies that have made it one of the areas most sought after investment firms.
Texas Capital Management has been a bedrock of stability for its clients. The firm’s sound advice through periods of extreme uncertainty has helped preserve and enhance its clients’ wealth. In the process, the firm has become known as a premiere independently owned investment advisory and wealth management firm.
TXCM holds the view that markets are cyclical, and that investors can and should attempt to profit from short-term market trends using tactical strategies and more frequent portfolio reallocation. And, because investors have different needs, TXCM offers a variety of investment options that can help individuals create and navigate today’s difficult market environment.
As an Registered Investment Adviser, Texas Capital Management owes their clients the twin duty of loyalty and care. A duty of loyalty requires fiduciaries to place their client’s interest ahead of their own, and not to favor one client over another. The fiduciary duty of care requires decisions on behalf of the client be made only after gathering relevant information, and acting with wisdom and caution.
TXCM uses a tactical overlay to take advantage of short-term market inefficiencies based on our outlook for key asset classes and the market in general. TXCM’s tactical model evaluates asset class allocations on a continuous basis rather than just every six to twelve months. As a result of this evaluation and current market conditions, the model may allocate the portfolio to reflect current economic outlook.