Investment Management
Implement your investment strategy with a team who understands you.
Goals, time horizon, and risk
Comprehensive investment management starts with a dedicated team of professionals that puts you the client, in the center of all that we do. Our team, including an experienced investment committee builds, monitors, and adjusts your portfolio to keep your goals, time horizon, and risk appetite in focus.
INVESTMENT MANAGEMENT
Why work with a wealth management advisor?
We help to
- Understand your needs and financial aspirations
- Analyze how chosen investment strategies support your goals
- Customize your strategy
- Understand the benefits of taking a long-term view
- Monitor ongoing performance
- Help limit your risk
Use your money for what you need…
Investing For The Future
Start investing online today with our digital solutions. Find a personal financial advisor, get a customized portfolio and get going with a low investment minimum.
Your Goals, Limitless Possibilities
Make your Private Banking and Wealth Management goals work together. Our Private Banking services come with preferred fees, balances and terms, as well as expanded features and benefits. Get guidance to align the appropriate options with your long- and short-term goals.
Make the Relationship Work for You
Our four-step approach identifies what helps you most. First, connect with a Dedicated Relationship Manager. Next, complete a Personal Financial Analysis. Then, benefit from Expedited Lending Approval. Then enjoy full access to a team of Wealth Management professionals who can help you succeed.
Your Wealth Is Worth More
As a Amegy Bank Wealth Management client, you'll have access to comprehensive strategies for growing and protecting your wealth. Make use of our knowledgeable Private Bank and Wealth Management Team, and benefit from a suite of products and services designed to meet your needs, wants, and aspirations.
Market Insights
Didn’t find what you were looking for? Consider these other Wealth Management services:
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Trust and fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Amegy Bank, California Bank & Trust, The Commerce Bank of Oregon, The Commerce Bank of Washington, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and Zions Bank are divisions of Zions Bancorporation, N.A. Investment products are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, Zions Bancorporation, N.A. or its divisions, and are subject to investment risks, including possible loss of the principal amount invested.