Page 3 - Wealth Mgmt Electronic 2017
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WHAT YOU CAN EXPECT FROM
                                   TEXAS GULF BANK

                                   When it comes to selecting a partner for your wealth management   we’ll be a trusted advisor and advocate for you. With Texas Gulf
                                   needs, it’s likely you have certain criteria in mind. Fortunately, you   Bank as your wealth management partner, you can be assured that
                                   will find that we meet, and exceed, all of your requirements and   your legacy will continue to grow under the guidance of experienced
                                   expectations. Specifically, you can expect:                    advisors who have your best interest in mind.
                                   •Personal Attention
                                    Our Wealth Management Department works closely with you      OUR WEALTH MANAGEMENT ACCOUNT
                                    to create an investment program and portfolio that provides the  SERVICES AND PRODUCTS
                                    income and safety you desire. We will guide you through the  There is much to consider when planning your long-term future,
                                    multitude of options to help you make the most informed and  and there are numerous ways to maximize your financial well-being.
                                    appropriate decisions.                                       Our trust officers have the knowledge, experience, and expertise to

                                   • Affordability                                               provide sound recommendations on the trust options that make the
                                    Our compensation is derived primarily from asset management  most sense for you.
                                    fees rather than sales commissions. This approach ensures a  • Agency/Custodial Accounts
                                    longterm relationship in which we are always your advocate,   Investment management for customers as needed
                                    putting your needs first when creating the appropriate investment
                                    solutions for you.                                           • Estate Planning
                                                                                                  Estates, Wills, and Probates
                                   • Objectivity
                                    We believe the key to successful money management is centered  • Retirement Account Management
                                    on delivering competitive rates of return through quality investments  Self-directed IRAs
                                    that meet your specific criteria and requirements.            Pension and IRA rollovers
                                                                                                 • Trust Administration
                                   • Safety
                                    Assets placed in the Wealth Management Department with        Revocable and irrevocable trusts
                                    Texas Gulf Bank are safeguarded with the Wealth Management    Charitable trusts
                                    Department. Ultimately, this protects you against loss from
                                    carelessness, fire, dishonesty, or theft. Insurance, audits, and
                                    examinations by governmental authorities provide added security
                                    and peace of mind.
                                   • Reporting
                                    We provide clear and concise reports of all transactions, and asset
                                    reviews are provided regularly to insure you are staying up-to-date
                                    and informed.
                                   • Financial Strength and Experience
                                    For nearly 100 years, Texas Gulf Bank has been helping families plan,  Wealth Management Investment Disclosure Notice: Investments
                                                                                                 include non-deposit investment products which are not bank
                                    maintain, and grow their wealth. Our long history in Texas, combined  deposits, not FDIC insured, not insured by any federal government
                                    with our financial strength and performance over the years, means  agency, not guaranteed by the bank and may decrease in value.
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