RELATIONSHIP-BASED INVESTMENT STRATEGIES
WE’RE FOR YOU.
The Bank of San Antonio Wealth Advisors group is here for you, because of you — this division exists to strategize, execute and manage sound, effective investment strategies for people like you. So, it follows that the very cornerstone of our service array is the relationship we build with you.
Knowing you and understanding your goals is the foundation for everything we do, so we’re serious about it. We’ll sit down with you and listen to what you have to say about your business and family, where you are financially today and where you’d like to be tomorrow. We’ll talk about risk tolerance, current responsibilities, legacy, and even some dreams… what you’d like to do if money was no object.
BUILD WITH YOU
Once we understand, once we know you, we help you build your strategy. Together, with you and your key advisors (tax attorney, accountant, etc.), we’ll develop an investment roadmap with straightforward guideposts and milestones to help you reach your goals. Your solutions will be as unique as you are, customized exclusively for you and your business and designed to set the best direction for reaching your goals.
MANAGE WITH YOU
Now we follow the map, emphasis on “we” because we’re with you every step of the way. Now that we’ve helped you set your investment goals and developed the plan to reach them, we take action, initiating steps and keeping strategies updated and relevant to changes in the market and in your life. You can depend on us to steadily monitor, manage and maintain the strategies we have built together.
If your goals and risk tolerance warrant it, we can incorporate alternative investment strategies into your plan — private equity, hedge funds, managed futures, real estate, commodities, and derivatives contracts, for example.