BREADCRUMB HOME WEALTH TRUST SERVICES INVESTMENT MANAGEMENT INVESTMENT MANAGEMENT In today’s complicated financial world, it pays to team up with someone with a consistent track record of investment excellence. When you choose Jefferson Bank to manage your investment portfolio, you’re teaming up with experienced professionals committed to helping you make smart decisions and maximize your returns. Drawing on our investment expertise, we can tailor objectives and options to build a portfolio for your investment account or IRA that will meet your specific needs. We will implement your investment program only after we understand your investment objectives and create an investment policy especially for you. Our trust advisors can assist you in achieving your goals through management of assets such as: Equities Fixed-income securities Tax-free bonds Mutual funds Notes and mortgages Mineral interests Real estate INDIVIDUAL RETIREMENT ACCOUNTS (IRAS) CUSTODY SERVICES Custody Services We can provide investment management for your IRA holdings as well as your non-retirement assets. IRAs can require strategies to meet mandatory distribution requirements and avoid punitive tax consequences. Previous Next NOTICES & DISCLOSURES Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity. Schedule a meeting with a member of our wealth management team (210) 736-7838. Or simply fill out this online form. I'm interested in* Private Banking Trust Services Estate Planning Oil, Gas, & Mineral Management Investment Management Real Estate Management Family Office Services 1777 Northeast Loop 410 San Antonio, Texas 78217 (210) 734-4311 114000763 Contact Us ©2021 Jefferson Bank. All Rights Reserved. | Privacy Policy | Terms & Conditions | Website by Texas Creative | Admin Login