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Customized Investment Management

For Southside to successfully structure your portfolio and help you meet your financial goals and objectives, we must first get to know you. Southside places great importance on communicating with our investment clients. Once we gain a thorough understanding of what is important to you, we can then draw on the experience of our seasoned staff and professional partners.

When you invest with Southside, you are assured of a relationship with an experienced wealth manager who is fully supported by the joint resources of Southside Bank and our professional partners.

Through discussions with you, your wealth manager will:

Our professional staff brings you and your family more than 150 years of combined experience in the investment management business. We utilize proven equity and fixed income strategies that have helped our clients achieve their goals.



Our Investment Approach Emphasizes:

At Southside, building client relationships and successfully managing portfolios is a continuous process. Our experience tells us client needs and financial circumstances change over time. This is why Southside places priority on ongoing client communication.

Understanding Our Client's Needs is a Continuous Process

Philosophy & Objectives

Our approach to investing is founded upon the highest fiduciary standards. We are committed to providing our clients with objective financial advice and investment management. We do not sell products or underwrite securities, so we have no self-interest in how we invest our clients' assets. Our advice is motivated by one concern alone: the best interest of our clients. And our entire investment process is geared towards one outcome, which is providing our clients with consistently sound returns relative to their risk tolerance, income and liquidity requirements, tax considerations and their time horizon for investing.

Our three core objectives are (i) sustainable long-term growth, (ii) stable income and (iii) asset preservation; balancing each based on a client's individual investment objectives. We emphasize quality and diversification in both equity and fixed income portfolios. Our focus is on long-term consistent investment performance.



We want you to know that investment products provided by Southside Wealth Management:
Are Not FDIC Insured | May Lose Value | Subject to Risk | Are Not Bank Guaranteed | Are Not Deposits

© 2017 Southside Wealth Management | 1305 South Beckham Ave., Tyler, TX 75701 | 903.531.7227
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