Our Mission:
Tailored Solutions & Forthright Advice
It begins with listening, and working to truly understand your objective. Our wealth of product knowledge and diversity of services, including risk and cost analysis, enables us to help find sound solutions tailored to meet your needs.
When serving as financial professionals, we explore proposed solutions through candid conversations and a realistic look at the anticipated results. Because being aware and informed lets you make confident decisions. This is how we build long-term relationships and help enrich the financial future of communities, business, and individuals.
Cash, Credit, & Lending
Advance your short-term cash needs or expand your saving, borrowing, and mortgage capabilities with our affiliated companies, PlainsCapital Bank and PrimeLending.
Investments
Align your goals with your investment strategy through a full suite of products including fixed income securities, equities, futures, commodities, and more.
Learn MoreInsurance & Annuities
Protect your lifestyle and anticipate the unexpected with products that can offer you a steady stream of income in retirement.
Learn MoreLegacy & Estate
Preserve your family’s future with guidance on the financial aspects of trusts, wills, estate administration, charitable giving, and more through collaboration with your existing financial professionals.
Learn MoreRetirement
Retire on your terms with a variety of retirement plans and accounts for both individuals and small business owners.
Learn MoreOur Business Lines
- Wealth Management
- Clearing Services
- Public Finance
- Fixed Income Capital Markets
- Structured Finance/Debt Capital Markets