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TXCM.COM

Texas Capital Management

Texas Capital Management

http://www.txcm.com/

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Texas Capital Management | txcm.com Reviews
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Texas Capital Management
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Texas Capital Management | txcm.com Reviews

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Texas Capital Management

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Texas Capital Management - Our Approach

http://www.txcm.com/approach

An investment strategy designed for today's. and tomorrow s markets. Today s investors are seeking to achieve greater balance in their portfolio. Over the last few years, market conditions and statistics have them questioning whether or not widely followed investment strategies, such as traditional buy and hold and long only asset allocation that rely on re-balancing, will help them reach their goals. TXCM uses a tactical overlay in an attempt to take advantage of short-term market inefficiencies based o...

2

Texas Capital Management - Fiduciary Duty

http://www.txcm.com/duty

As an Registered Investment Adviser, Texas Capital Management owes their clients the twin duty of loyalty and care. A duty of loyalty requires fiduciaries to place their client s interest ahead of their own, and not to favor one client over another. The fiduciary duty of care requires decisions on behalf of the client be made only after gathering relevant information, and acting with wisdom and caution.

3

Texas Capital Management - Retirement Center - Calculators

http://www.txcm.com/retirement/calc

This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out. Investment Savings and Distributions. Use this calculator to see how long your investment savings can last once you begin taking distributions. Personal Economic Recovery Calculator. This calculator can help you determine exactly what it might take to return your to your original investment balance.

4

Texas Capital Management - Custom Portfolio Management

http://www.txcm.com/portfolio

In addition, we provide personal attention, an open door policy, internet account access, monthly account reporting, quarterly account summaries, periodic account review, a quarterly newsletter, TXCM Special Report e-mails, TXCM Quick Note e-mails, and other periodic investment related updates.

5

Texas Capital Management - Retirement Center

http://www.txcm.com/retirement

Texas Capital Management (TXCM) does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TXCM s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Welcome to Texas Capital Management. We cater primarily to the needs of retirees, those nearing retirement, and other investors with similar investment goals. For over 30 years, TXCM has specialized in designing, monitoring and implementing IRA Rollover portfolios. Our goal is to deliver consistent, long-term returns for our clients and to provide financial peace of mind with below average risk - even during adverse market conditions. Sign up for our Email Newsletter.

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