We cater primarily to the needs of retirees, those nearing retirement, and other investors with similar investment goals. For over three and a half decades, TXCM has specialized in designing, monitoring and implementing IRA Rollover portfolios.
This investment approach is intended to provide investors with a long-term investment strategy that incorporates increased or decreased risk exposure based on TXCM’s expectations of short-term market risk or opportunity.
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. TXCM continues to offer its cutting edge strategies under the ownership of Juanita Finley.
Today’s investors are seeking to achieve greater “balance” in their portfolio. Over the last few years, market conditions and statistics have them questioning whether or not widely followed investment strategies, such as traditional buy and hold and long only asset allocation that rely on re-balancing, will help them reach their goals.
In these unpredictable markets, investors are looking for ways to provide a better risk-adjusted return, as well as looking for investment alternatives that have the potential to provide a better long-term result than traditional buy and hold portfolios.
Accounts are carried by National Financial Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC.
Through our relationship with Fidelity Clearing & Custody SolutionsSM, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.
Our fee structure is simple. It’s based solely on assets under management, and the complexity of management desired. TXCM’s fees range from .5% to 1.75%. As a fee-only Registered Investment Advisor (RIA), commissions are not an issue.
TEXAS CAPITAL MANAGEMENT
Phone: (281) 427-8000
Location: 256 Mable St.
Baytown, TX 77520
Fidelity Investments is an independent company, unaffiliated with Texas Capital Management. Fidelity Investments is a service provider to Texas Capital Management.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Texas Capital Management and does not guarantee, or assume any responsibility for, its content.
Fidelity Investments is a registered trademark of FMR LLC.
Fidelity Clearing & Custody SolutionsSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.