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At 1900 Wealth, we believe that history really does repeat, and if we have learned anything at all from previous market swings it is that the financial markets will correct. There are many factors that can contribute to market instability such as political elections, inflation and global oil prices, just to name a few. With current supply demands plus changes from the Federal Reserve also taken into account, it can create a recipe for market volatility. It is always important to keep the following in mind when considering your investment strategy:

  1. Investor behavior is a significant determinate of outcome.
  2. Knowing your investment time-horizon and personal risk tolerance is an undervalued virtue.
  3. Refraining from impulse reactions to market shifts is paramount.

“Our job is to help you stay focused on your long-term goals and to help you achieve a successful investment outcome through our prudent approach to managing risk,” states 1900 Wealth President Todd Brockwell.

The advisors at 1900 Wealth can help you create a plan based on our philosophy toward asset class investing. Wealth management is highly complex, but it’s also highly personal. We start by listening to you. It’s important to understand your vision of wealth, plus your time horizon and risk tolerance.

Our approach includes a broadly diversified portfolio with high-quality equity and fixed income securities. 1900 Wealth advisors monitor portfolios and navigate through market fluctuations with your long-term financial goals in mind.

Headquartered in San Antonio and serving Central and South Texas, 1900 Wealth offers financial services in areas such as investment management, advisory services consulting, family education and governance, charitable gifting, and iDirect. Learn more and schedule an appointment with one of our advisors at 1900wealth.com.

Disclaimer: 1900 Wealth Management LLC is a wholly owned subsidiary of Jefferson Bank and a Registered Investment Adviser with its principal place of business in Texas. Investments offered through 1900 Wealth are not FDIC insured, are not a deposit of or guaranteed by the bank or any of its affiliates, and are subject to investment risks, including possible loss of the principal invested.

Deposit products offered by Jefferson Bank, Member FDIC.

1900 Wealth

Todd Brockwell is the President of 1900 Wealth. With over 25 years of experience in investment management, Todd is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA).