Who We Are
San Antonio Capital & Trust Company was founded by a group of local investors to develop thoughtful, efficient and diversified investment strategies for themselves, their families, and others. Our Team is committed to providing extraordinary service in an environment of complete transparency and total trust.
Mission Statement
"Our Mission is based on three core values: Relationships, Trust, and Service to others. Based on our core values we create a transparent, value added investment environment, where clients can partner alongside fellow investors, who have committed their time, experience and personal capital to establish a thoughtful, efficient, and diversified approach to managing wealth."
Our Commitment to You
Our Partners are some of San Antonio’s most successful investors and business leaders who help advise on asset allocation and investment strategy decisions. They have committed the first $25,000,000 to San Antonio Capital & Trust Company and The Partners Flagship Core Portfolio, so our fortunes will always rise and (if necessary) fall with yours. You will only be offered investments that the Partners have personally invested in. You will also be eligible to participate in the “best ideas” of San Antonio Capital & Trust Company, and will have opportunities to co-invest in private local ventures.
RELATIONSHIPS - Alignment of Interests
We have a relationship driven culture, not a sales driven culture. 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 to ensure the safety and direction of your family’s future.
TRUST - Fiduciary Duty
As an independent Registered Investment Advisor with the Securities and Exchange Commission (SEC), we have a fiduciary duty to you to provide clear and objective advice, putting your best interests first and foremost. We follow the CFA (Chartered Financial Analyst) Code of Ethics, and must abide by and promote ethical and professional excellence above the industry standard. We are not incentivized to invest in proprietary products, and search for the best investment vehicles that meet our clients' needs and objectives.
SERVICE - A Focus on Families
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 analyze your needs and objectives, provide comprehensive asset allocation advice, portfolio management, and consolidated reporting in order to serve you from one generation to the next.
Read about our Managing Partners
Start planning for tomorrow - call us today.