The Big Bank with the Community Bank Inside
In a recent interview, Senior Chairman, CEO and President David Zalman explained the strategy that has led Prosperity Bank to become one of the largest Texas-based banks.
Mr. Zalman, I understand Prosperity Bank is a large bank, but how is that measured?
Zalman: “With 215 banking centers and $15.081 billion in assets as of March 31, 2013, Prosperity is one of the largest Texas-based banks. This does not include Coppermark Bank, which we acquired April 1, 2013, with $1.2 billion in assets as of March 31, 2013. Each one of Prosperity’s banking centers offers …Read More
Local Experience And
IBC Bank Knows Texas
To be a successful business lender in Texas, you have to do a whole lot more than simply open up a few branches here, according to Dennis Nixon, President and CEO of IBC Bank. You have to know the communities and understand the people you’re serving.
“If you are providing a loan to someone, and you don’t have 15-20 years’ experience in the community, then you just can’t make those kind of judgments,” Nixon claims.
IBC Bank can point to its success as proof that this strategy is right on the money. Founded …Read More
Standing Strong For Texas
Like our symbol, the mighty bu˜alo, PlainsCapital Bank embodies strength, stability and momentum. For over a quarter of a century, we have served the great state of Texas, forging long-lasting relationships and proudly utilizing our ﬁnancial strength to help individuals and businesses in Texas prosper and move forward. Contributing to the economic growth and success of the communities we serve is our number one priority.
Austin • Dallas • Fort Worth • Lubbock • San Antonio • Weatherford
A Modern Approach With MPACT
Working with a financial professional has looked just about the same for the last 20 years. Clients were asked about their goals and objectives, they took a risk tolerance questionnaire, and finally were invested according to a pie chart of various asset classes that were supposed to deliver diversification to reduce risk and provide opportunity for growth. Most likely the end result through the financial crisis of 2008 produced minimal if any growth in portfolios, and investors are now left with an uneasy feeling about the approach they should take moving forward. Surely there is a better way to invest. …Read More
A Comprehensive Approach to Retirement Security
Steven Orr hates to lose. Whether skiing, golfing, hunting or yachting, the Texas financial advisor believes in working harder than anyone else to get ahead. As president of Orr Financial Group, he applies that same competitive spirit to helping clients preserve and grow their wealth, regardless of market conditions, by offering more ways to grow and preserve wealth at any given time.
“The biggest thing we do is diversify risk,” he says. “The world is too focused on stocks and bonds. The problem is bonds lose value if interest rates rise and we find ourselves in the lowest interest rate environment in history, and the stock market goes up and down for no fundamental reason. It’s hard to manage that kind of risk without expanding our choices to the private and alternative areas.” …Read More
More Than Money: A Holistic Approach
Deborah Stavis, CFP®, CEO, and Eddie Cohen, CFP®, CIO, launched their firm in 2009 in the midst of one of the worst financial meltdowns in U.S. history, not an obvious time to be starting a financial services firm. Given the important lessons of the “Lost Decade,” they knew that building and sustaining wealth would require an unconventional approach.
With more than 60 years of combined experience, Eddie and Deborah offer wealth management and financial planning services in a boutique setting. Many of their clients are current or former officers and executives of some of the world’s largest energy companies. …Read More
Successful Families Need Sophisticated Advocacy
BY EMILY SHELTON
Celebrating the tenth anniversary of the founding of Houston-based Tanglewood Legacy Advisors, President Andrew T. Gardener, CFP® reflects on a transformation of his industry – a transformation he has modeled his firm after. One of the thought leaders in the area of serving successful business owners, corporate executives and family stewards, Gardener is known for setting new standards that are measured by effective financial and family advocacy rather than focused on sales quotas or beating the indices. “My vision was to build a firm with the kind of concierge service that I myself would expect as a client,” he says. …Read More
Houston’s Premier Retirement Planning Firm
Imagine a Retirement Plan, prepared by retirement specialists, so thorough and precise that it guarantees retirees a steady flow of income that accounts for inflation, plans for the cost associated with living longer and provides some of the best, safe-growth vehicles available today.
Oak Harvest Financial Group’s clients, who are fast approaching or currently living in their retirement, know the benefits of having a customized “Retirement Defense SystemTM” and working with a retirement planning firm firsthand. …Read More
Setting the Standard for a Demanding Industry
When Peggy Allen Parker took the helm of Allen’s Electric Motor Service, Inc. in 1984, her biggest concern was mastering the electric motor. Previously, she had served as the company’s bookkeeper and office manager, and she understood the road ahead would likely be rough. But she was undeterred. She rolled up her sleeves and absorbed all she could, both firsthand and by way of the Electric Motor Repair manual.
Today, Parker is a renowned industry expert. Allen’s, the company she started with her father, is a client favorite. But Parker’s practical knowledge and …Read More
Leading Companies’ Partner of Choice in High-Stakes Product Liability Litigation
As the leader in nationwide record collection, management and analysis of medical information, Medical Research Consultants (MRC) has successfully supported global corporations and law firms involved in some of the largest mass tort litigations in history, solidifying its presence as a choice consultative partner in the national litigation market.
As MRC celebrates its 30th anniversary, it continues to develop innovative, effective and budget-conscious solutions to “high-risk” issues, such as high-volume critical document requests requiring rapid turnaround. Its collaborative, strategic approach to business challenges is paired with decades of collective knowledge and experience gained from working closely with some of the world’s leading pharmaceutical and medical device manufacturers and their go-to legal counsel. …Read More