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Full Service Brokerage and Investment Management
Southwest Texas Capital is a full service brokerage and investment management firm. For our institutional and individual clients, we offer the traditional one-on-one relationship with an experienced and competent institutional trader, licensed broker, or insurance agent. Our specialists can help you with a full range of investment services and products, including institutional bond trading, insured income, estate planning, private banking, private equity offerings, mutual funds, stocks, certificates of deposits (CD's), and managed money services. Additionally, we offer software-based financial and life insurance planning proposals at no charge. Our professionals are not pressured to sell any in-house products because we have none. We have a network and search capability that can connect you with just the right solution. We are in touch and experienced with numerous household-name financial products, services, and insurers. Our specialists develop close partnerships with their clients. We believe strongly in professional independent advice, and we take our role very seriously. Institutional Client Services We are a broker-dealer, insurance agency and registered investment advisor servicing other bank trust departments, pension funds, insurance companies, mutual fund managers, money managers and high-net worth individuals. In addition, our bond desk can often improve price and/or yield on your bond trades by leveraging their wide industry experience and strong personal relationships with some the biggest mutual fund, bank, and managed money organizations in the world. When we buy or sell a large position, we can often go directly to our contacts, acquire or sell your entire position to/from the end user and avoid the markups that typically come with the typical retail wire house brokerage firm. With the markets in flux, maybe now is the time to take advantage of a free bond yield/price analysis. If you have a large equity or cash position, take advantage of our services to see what a larger bond position could do for you. Please contact us and request a trader to contact you if you have an interest in any of our products or services or contact our Head of Institutional Trading, Todd Cowle @ 972.265.6635 or cgallamore@swtexascapital.com.
5800 Granite Parkway, Suite 400 972.265.6633 | 800.923.3257 | 972.265.6631 Fax
Southwest Texas Capital ©2009 Southwest Texas Capital
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