Southside Trust & Investment Sevices

Welcome to Southside Trust & Investment Services. Our online presence is intended to serve three purposes.

To introduce you to our services and our approach to working with clients.

To give our clients online access to their accounts, and

To provide you with contact information for each member of our Client Services Team.

We hope you will make yourself at home here and fully explore this preview of our organization by clicking on any portion of the circle to your left. Even better, call or email us to arrange a time when we can meet to discuss your financial and estate planning needs in person.

Our clients are able to benefit from a comprehensive array of financial services. These services are customized to each client's individual requirements...[ continued ]

When you invest with Southside, you are assured of a relationship with an experienced portfolio manager who is fully supported by the joint resources of Southside Bank and our professional partners...[ continued ]

We are committed to providing our clients with objective financial advice and investment management. We do not sell products or underwrite securities, so we have no self-interest in how we invest our clients' assets. Our advice is motivated by one concern alone - the best interest of our clients...[ continued ]

We are a resource to our clients in many ways. Providing educational material is just one of the ways we seek to serve our clients as their financial advisor...[ continued ]

You and your family are unique. And so is your relationship with us. No two of our clients are identical. And so, none of their relationships with us is...[ continued ]

We want you to know that investment products provided by Southside Trust & Investment Services:

Are Not FDIC Insured

May Lose Value

Are Not Bank Guaranteed

We are the Trust & Investment Services Group of Southside Bank, a publicly traded $1.8 billion bank based in Tyler, Texas. We have been meeting the financial needs of our clients for more than 45 years and providing trust and investment services for over 25 years...[ continued ]

Understanding who you are as an investor is the starting point of a well conceived investment plan. A key component of this understanding is how you translate your goals into an appropriate asset allocation strategy... [ continued ]