The Amegy Investments, Inc. Private Client Investments Group provides comprehensive brokerage execution and financial services. Each service we offer is designed to strengthen financial relationships. Our local full service client representatives can help you address all of your financial goals.
We have professionals who:
Respond with a local, hands-on approach.
Can assist clients with all facets of portfolio structure, implementation, and ongoing review.
Ensure clients competitive pricing and timely reporting.
For more information, click here or call 713-232-2222 to speak with a Private Client Investments Professional.
Investment products and services are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank N.A. Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks including the possible loss of principal value or amount invested.
Amegy Personal Investment Advisers Make Investments That Make Sense
Our investment management services are designed for today’s investment environment. Sound asset allocation, diversification and financial discipline are the cornerstones of our investment philosophy. Our Investment Advisers will work closely with you to define your goals and develop a long-term investment strategy.
Our ability as a professional Investment Adviser and our agility as a local source of investment services can help you achieve your financial goals. Discover how we can put our professional investment management services to work for you.
For more information or to speak with an Amegy Investments Personal Investment Adviser, call 713-232-2222 or stop by your local banking center.
Our client-oriented philosophy provides you with personalized solutions, a one-to-one relationship and more value overall. Our team of knowledgeable, licensed investment professionals get to know you personally – listening to your goals and truly understanding your financial circumstances.
Comprehensive and independent advice – just for you. As our client, you will benefit from: • Our commitment to high-quality service • A one-to-one relationship with a licensed, professional Investment Adviser who will listen to your individual needs • Access to a wide array of investment products and services • A detailed brokerage statement that reflects your investment transactions, values, holdings and performance • Online access to your investment account
Our individual and corporate investment clients have access to investment products, services and savings plans, including: • Equity and Fixed-Income Mutual Funds • U.S. Treasury Securities • Agency and Corporate Bonds • Municipal and Tax-Advantaged Securities • Money Market Mutual Funds† • IRAs, SEPs, and other retirement plans • 401(k) and Profit Sharing Plans
Amegy Investment Management Services1 We provide an alternative to traditional commission-based, self-directed brokerage accounts through an Amegy Investment Management Services account. This account is designed for investors who prefer an Investment Adviser to determine the asset allocation, select the investments and monitor the account on an ongoing basis for you. You pay a competitive quarterly fee instead of up-front commissions.
Because no two investors are exactly alike. Here’s how it works. First, we develop your personal Investment Policy Statement based on your individual goals. We then construct the strategic asset allocation to best meet your needs and risk tolerance. Then we share our unique current outlook and the tactical weightings that we suggest for your portfolio. Finally, we analyze current investment offerings and select those which we believe will capture the returns for the various asset classes. Together, we will review your personal situation and investments at least once annually. We’ll then update your asset allocation, as appropriate.
With this service, we work with you to: • Select an appropriate asset allocation • Select “Best of Breed” mutual funds • Monitor your account • Make changes to the asset allocation and mutual funds when needed • Provide timely performance reporting
† An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund. 1 Available through registered Investment Adviser Representatives of Amegy Investments, Inc., an SEC-registered investment adviser. Investment products and services available at select Amegy Bank N.A. banking centers are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank N.A. Investments and insurance are NOT FDIC-insured, NOT bank-guaranteed, and MAY lose value.
Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
