Investment Management
Our disciplined approach
Professional investment advisors located at AIB will work with you to design a customized, managed portfolio. Drawing from years of experience and expertise, we'll provide you with unbiased, honest guidance. Then, using our asset allocation models, your advisors will carefully select the combination of investment options that best fits your return and risk expectations, while also identifying ways to potentially minimize taxes. And because we believe that serving your needs is the only goal, we also partner with a number of rigorously screened external equity managers to ensure maximum portfolio flexibility.
Options and opportunities
Depending on your individual needs and goals, your investment plan may integrate a variety of options, including:
- Stocks
- Bonds
- Mutual funds
- Managed accounts
- Closed-end funds
- Municipal bonds
We also partner with a number of rigorously screened external equity managers to ensure a broad selection for maximum flexibility.
Vigilance and adaptability
Your investment team will continually monitor your portfolio to make sure it aligns with your approved plan. We have the in-depth knowledge to anticipate and adjust for market trends and economic conditions that could affect your results. And because we maintain an ongoing personal relationship with you, we will also be aware of your significant life events and changing needs, and adapt accordingly. Through it all, AIB will always deliver the highest level of customer service and personal attention — because you deserve nothing less.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, and are:
- Not deposits
- Not insured by FDIC or any other government agency
- Not guaranteed by the financial institution
- Subject to risk, may lose value
- Unless otherwise indicated, investment products offered through Amarillo National Bank are subject to risks.
- IRA's are insured by FDIC, if invested in the form of a CD in an FDIC member bank.
Amarillo National Bank and Raymond James Financial Services are independent entities.
Raymond James financial advisor may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
