T H E P R I VAT E B A N K
FOUNDATION & ENDOWMENT FINANCIAL PLANNING The Private Bank at PlainsCapital provides foundations and endowments with comprehensive investment and asset management services. Our team works with chief investment officers, investment committees, and other decision makers to deploy investment choices and asset allocations focused on the unique needs of their organization.
PORTFOLIO M A NAGEMENT The Private Bank works to protect assets, while also mapping strategies for long-term growth. Our investment approach begins with establishing a complete understanding of your organization’s needs, goals, preferences, and risk tolerance. This enables us to provide you with an asset allocation strategy that both meets those objectives and is unique to your organization’s vision and
Our investment philosophy is traditional, conservative, and focused on safe and prudent growth. Within these parameters, we build portfolios that fit your spending policy and risk tolerance to provide you with adequate liquidity even in times of market volatility and uncertainty. EX PER IENCED A DV ICE The Private Bank collaborates with you to provide a unified
requirements. Our team also considers your organization’s spending policy and cash flow. This process helps ensure you have enough liquid assets to provide continuing operations during periods of market uncertainty. With this in mind, we construct your portfolio utilizing low-cost investment vehicles to minimize expense while providing welldiversified asset allocations.
but multifaceted approach to asset management. We do this by leveraging the combined expertise of a portfolio manager, wealth strategist, and private banker who hold Chartered Financial Analyst® (CFA®) and Chartered Advisory in Philanthropy® (CAP®) designations. Our team has decades of experience serving the unique investment management needs of foundations, endowments, and other nonprofit organizations. We put our experience and training in these disciplines to work, collaborating with our nonprofit clients’ internal advisors, accountants, attorneys, insurance agents, and other representatives to provide comprehensive support and
IN VESTMENT M A NAGEMENT We help you build a portfolio unique to your organization’s goals and needs by planning around the following: •
Organizational spending plan
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Large distributions
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Capital campaigns
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Incoming deposits from gifts, grants, and other revenue sources
deliver lasting value.
NON-DEPOSIT INVESTMENT PRODUCTS: • NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
T H E P R I VAT E B A N K
The Private Bank at PlainsCapital provides you with access to a wide range of investments, with a focus on low-cost and expense-efficient products. We also have experience with sustainable, responsible, and impact investing, and can help you find products that align with your ESG criteria. Finally, our fee-based advice means our recommendations are always conflict free—we only recommend products that
Team credentials •
Chartered Financial Analyst® (CFA®)
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Certified Financial Planner® (CFP®)
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Certified Private Wealth Advisor® (CPWA®)
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Certified Investment Management Analyst® (CIMA®)
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Chartered Advisor in Philanthropy® (CAP®)
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Fellow in Charitable Estate Planning (FCEP)
meet your best interests, and PlainsCapital does not own or manage proprietary products ASSET M A NAGEMENT Our team has in-depth knowledge of portfolio construction, charitable giving, planning, and management, and charitable
CONTACT US If we can ever be of service to you, or to learn more, please don’t hesitate to give one of our private banking executives a call.
funding requirements. This combination allows the
Jeff Horner CFP®, CPWA®, FCEP, CAP®
Private Bank to provide a full suite of asset management
Wealth Strategist
services tailored to the unique needs of our foundation and
713.749.8114
endowment clients.
jeff.horner@plainscapital.com
Services •
Portfolio construction and investment management
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Performance reporting and comprehensive reviews
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Custody and related reporting
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Economic updates and market-specific information
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Robust online access
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Lending capabilities
Stephen Schaller, CFA, CFP®, CIMA® Executive Vice President Private Bank Market Manager, Houston and Coastal Bend 713.749.8113 stephen.schaller@plainscapital.com
© 2020 PlainsCapital Bank. PCB537020707
NON-DEPOSIT INVESTMENT PRODUCTS: • NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE