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Investment Management

Chart ‘you-focused’ paths for investing

Your investment portfolio should be as unique as you. Your goals, your risk tolerance, even your timeline – they're unlike any other. Empower your strategy with a custom-built investment solution. Whether you’re just getting started or you’re a seasoned pro looking for full-service wealth management solutions, it’s important to know your investment personality and use your short- and long-term goals to create an investment plan with a ‘you-focused’ approach.

We’ll take a deep dive view of your investment appetite, to help you:

  • Create clear, appropriate investment goals
  • Translate your investment goals into a plan
  • Understand how risk, reward and time affect strategy
  • Protect yourself through diversification and market changes

Your assets are invested based on your unique plan, and we’ll do it all for an affordable fee structured for individuals, trusts and estates, charitable organizations, endowments and foundations.

Get started on your journey

(210)283-6700 Local (844)200-0758 Toll Free

*Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • MAY LOSE VALUE