KATY CAPITAL Wealth Management and KATY CAPITAL Trust Company are our personal investment management and trust businesses, serving executives, business owners, multigenerational families and other U.S. private clients. As a leading independent registered investment advisor (Barron’s, Financial Advisor)* and a national trust company, we provide strategic wealth planning, top-tier global investment management, and comprehensive trust and family office services.
Our Teams work closely with our clients and their other advisors to establish distinctive financial objectives to pursue personal, business and legacy goals. We combine our proprietary expertise and carefully selected external liquid and illiquid investments, seeking to generate the highest after-fee, after-tax, risk-adjusted returns across a range of asset classes.
All of us at KATY CAPITAL Wealth Management and KATY CAPITAL Trust Company support the KATY CAPITAL values. We are committed to meeting our clients’ financial goals, and to earning and sustaining their trust.
Our company has been recognized for our client satisfaction,effective risk management and utilization of funds since our establishment in 2006. Over the years, we have received 53 awards, including first place in all categories of the Financial Times Fund Awards, the Best Fund Award at the London Economics Fund Grand Prix, and the Customer Satisfaction Grand Prize at Oxford Economics.