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 the Team’s more than 40 years of combined experience, 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 focus on the success of their plan.

Mission

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.

Investment management elevated to an institutional level

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.

Our Monthly Market Review
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Our Process
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Our Philosophy
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6034 West Courtyard Dr., Suite 305 // Austin, TX 78730 P: 512.418.4432 // F: 512.418.1701 Map + Directions// After Hours
125 Lincoln Ave., Suite 200 // Santa Fe, NM 87501 P: 505.982.1904 // F: 505.982.1909 // TF: 800.233.4108

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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