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Texas State Bank is proud to provide Trust, Estate, Investment Management, and Retirement Savings Plan services to the people and businesses of West Texas since 1963.

Whether you are building, managing, or transitioning your wealth and personal legacy, we can help. We successfully assist clients by identifying estate-planning needs, administering qualified retirement plans, and managing inheritances or proceeds from the sale of a business or real property. It is critical that you choose the best investment option available to you, and we have the staff and tools available that will allow you to do so. Our basic approach is to participate in the different investments in the marketplace, such as stocks, bonds, and institutional mutual funds. We also invest according to your concerns about returns and risks.

Texas Bank is the only home-owned institution in San Angelo that offers a full range of fiduciary and investment services. We currently manage approximately $120 million in assets including Cash, Money Market Funds, Certificates of Deposit, Bonds, Stocks, and Mutual Funds. We also manage various special or unique assets such as Insurance, and various forms of Real Estate, including Residential, Commercial, and Agricultural Properties. We also manage Mortgage Notes, Loans, Oil and Gas Properties, and other miscellaneous personal assets.

We offer the management of these assets in both fully managed and self-directed accounts. Texas Bank is prepared to work with you and your attorney, accountant, and other professional advisors to assist you in obtaining your financial and investment goals and developing your estate plan. We will work within your comfort levels and guidelines and we will keep you informed with regular meetings and written reports on your account and assets to insure your peace of mind. We also offer easy access to your account via a secure Internet site for up-to-date information on your account 24 hours a day, 7 days a week.

 

Non-Deposit Investments offered are not FDIC Insured, are not guaranteed by the Bank and may lose value.