Helping You Plan For Your Financial Future


Guaranty Bank and Trust, through our subsidiary Registered Investment Advisory firm, Private Capital Management and our referral network, delivers investment management and financial planning solutions to individuals and institutions looking for a high level of customization and personal service. Our talented and respected team of investment professionals can design a financial plan and implement an investment strategy to help you achieve your goals.

Objectivity

In today's complex world, even the most knowledgeable investor can find it challenging to develop and maintain a prudent strategy. We are committed to providing sound and objective advice that will help you achieve your long-term goals for growth and prosperity.

As a fee-only advisor, Private Capital Management will not try to sell you unnecessary insurance or investment products. We do not work off of commissions and remain independent from selling proprietary products. It is a valuable approach that allows us to be fully objective when developing your plan.

Investment Philosophy

Private Capital Management delivers a customized, focused solution tailored to your situation. Monitoring and evaluating market changes, communicating with you on a regular basis to understand any changes in your life and your financial goals helps us ensure those changes and needs are reflected in your investment strategy. Our team of advisors is focused on finding the investment diversification solution to meet your needs.
 

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