Fiduciary Investment Services
Professional portfolio management for long-term growth.
Our fiduciary investment services are designed to help you create a plan for growing and protecting your wealth, with ongoing professional portfolio management.
Working With You To Build Your Portfolio
When you partner with LSNB, you’ll work with a designated Portfolio Manager (fiduciary) to create a constellation of investments that provide tax efficiency while aligning with your unique goals, time horizon, and risk tolerance. Our investment management accounts and services include:
- Managed Portfolios: Featuring fully customized individual securities including stocks, bonds and options.
- Exchange Traded Fund (ETF) Portfolios: A tax-efficient and low-cost option that can be tailored to client needs and risk tolerance.
- Individual Retirement Accounts: Tax-advantaged accounts to build wealth and security for post-work years.
Meet Our Wealth Management Team
At LSNB, our advisors embody trust and innovation, empowering clients to build a lasting financial legacy. Our team specializes in personalized strategies that focus on wealth preservation and growth, ensuring each client’s journey towards financial empowerment is secure and successful.
Britt Alan Woods
Michael Costa
Carlos Hilario
Vanessa Grajeda
Luis Membreno
Rafael Munguia
Dora Alvarado
Hands-On Professional Investment Management
When you need more than simple investment advice, our Fiduciary Investment Services may be the right choice for you. With your goals and interests in mind, LSNB’s experienced Portfolio Managers will work hard to create and manage a tailored portfolio to grow and preserve your wealth, coordinating regular client communications so that you’re always abreast of your investment performance. Contact us today to learn more about how our dedicated professional fiduciaries can serve your financial needs.
Reach out to our wealth management team today! (956) 574-7344
Investment & Insurance Products : NOT FDIC INSURED – NOT GUARANTEED BY THE BANK – MAY LOSE VALUE