Houston Trust Company provides customized portfolios based on the investment objectives, risk tolerance, and time horizon of each client, whether they be personal investment accounts, trusts and estate, or foundations. Our open architecture approach frees us from any real or perceived conflicts of interest, as we do not use any proprietary products. We are completely independent in our recommendations and strategies.
Houston Trust Company’s investment philosophy favors the use of individual publicly traded equity securities and bonds. We believe equity ownership, delivered at low cost, is the best long-term vehicle to preserve purchasing power over time.
Houston Trust Company defines risk as a permanent loss of capital in our client portfolios. We view the due diligence process as a critical element of mitigating this risk in our portfolios through careful monitoring, evaluation, and analysis of our outside equity managers consisting of periodic on-site due diligence meetings for each respective approved manager. This more traditional approach differs from the current popular definition of equating “risk” to “volatility.”
Our Investment Advisory Committee meets regularly to oversee impartial investment decisions.
We recognize that there is not a ‘one size fits all’ approach to investing, as each client’s individual circumstances, risk tolerance, and goals will be unique.”Matt Caire
Senior Vice President, Investments
Receive one 1099 and a combined periodic statement reflecting all managers in portfolio
Pay one fee to Houston Trust Company, often negotiated at a lower rate than if you worked directly with the managers
Meet only with the members of your Houston Trust Company team: a trust administrator and investment officer
25+ Available Managers
Achieve a completely diversified portfolio through our relationships with 25+ investment managers
Zero Conflicts of Interest
Our investments team does not receive any commission, nor do we market any proprietary investment products
One Performance Report
Enjoy unbiased performance monitoring of all of our managers, ensuring our clients enjoy the best return possible on their investments
We can accommodate preexisting relationships with managers, provided they meet our performance standards
- Long term investment strategies
- Develop, implement and monitor an investment plan for each account
- Monitor private equity investments per client direction
- Custom bond ladders built in-house
- Focus on high credit quality and low-cost transactions
- Account for a client’s entire portfolio – wherever assets are managed
- Maintain low cost, tax efficient portfolios
- Optimization of long-term, after-tax returns