Investment Management Administration
Investment Management Administration
Investment Options
At Southside Wealth Management & Trust, we pride ourselves on helping clients find the right strategies to meet their personal investment goals using one or more of the following options:
Investment Management Accounts (IMAs)
- Southside exercises investment discretion so customers can focus on what they do best.
- All necessary records for the investment are maintained by us.
- Clients are provided with all necessary tax documents.
Traditional and Roth IRAs
- Southside calculates and distributes all required minimum distributions.
- We assist clients by exercising investment discretion based on each client’s goals and objectives.
- All necessary records and tax documents are maintained and provided by us.
Custody Accounts
- Custody accounts give clients full discretion with investments choices.
- Southside maintains all necessary records for the investment.
- Clients are provided all necessary tax documents.
Employee Benefits Plans
- Our 401(k) plans provide employers with flexibility in their plan design.
- Money purchase pension plans make fixed annual contributions to employees.
- We provide profit sharing plans which tie contributions to company profits.
- Rollover IRA solutions offer employees an option to protect existing retirement funds.
- We offer Simple IRA plans to serve as a plan for small businesses.
Let's talk about how we
can serve you.
If you'd like for us to reach out to you, just fill out the form and someone will respond to you within 24 business hours. If you'd like to speak with someone, call one of the numbers below.
Tyler
903.535.2356
Lufkin
936.631.3548
Investment products provided by Southside Wealth Management & Trust:
- ARE NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY
- MAY LOSE VALUE AND ARE SUBJECT TO RISK
- ARE NOT DEPOSITS OR BANK GUARANTEED
