Investing side by side, share in the insight of like minded partners.
At San Antonio Capital & Trust Company we invite you to invest with us, placing your money right alongside ours.Our partners provide the experience and dedication so that you can focus on what you do best.
We understand that each family is unique and will customize a solution that addresses you and your family’s current and future needs. As your ambitions and goals evolve, so do we. As life takes its turns, we are there to guide and fine tune your wealth plan, and ensure the safety and direction of your family’s future. We take pride in building your trust and are honored to shepherd your family’s fortunes and endeavors.
Our team combines high-level experience and expertise from top Wall Street firms with that of successful local investors, and is dedicated to serving San Antonio one family at a time. We coordinate your investment strategy with your long term generational and philanthropic planning by working hand in hand with your tax and legal advisors. We take great pride in growing our commitment to you and the generations to come.
San Antonio Capital
& Trust Company
210-233-6065
7373 Broadway, Suite 401
San Antonio, Texas 78209
We want to be your Trusted Advisor. Our goal is to understand your entire wealth picture, not just your portfolio. We abide by the CFA (Chartered Financial Analyst) Code of Ethics. A CFA charterholder represents a tremendous reservoir of investment expertise, having demonstrated commitment to the highest standards of ethical and professional conduct, and comprehensive knowledge of investments and analytics. We have a fiduciary duty to our clients to provide clear and objective advice, putting our clients’ best interests first and foremost.