Choosing the right trustees perspectives on wealth

Committed to meeting our clients’ financial goals, and to earning and sustaining their trust.

The new standard in wealth management

We deliver independent advice and thoughtfully designed wealth management solutions, free from the conflicts at many financial institutions. Our senior investment and planning professionals take the time to get to know you – to know your family, your business, and your other interests – and to invest and plan for your future, on your terms.

Managing risk & volatility

We manage risk and volatility in two important ways.

Planning for retirement

Prudent management of your financial life will afford you the best possible opportunity to meet your financial goals.

Transitioning from growth to income

As retirement approaches perhaps the greatest challenge investors face in today's low-interest-rate environment is transitioning from the accumulation

Our Mission

Partners our firm, which includes some of the most experienced professionals in the industry, engage directly with delivering global investment management, strategic wealth planning, and comprehensive trust and family wealth services. Many of us have worked together for years, and all of us are committed to our culture of personal and Institutional Integrity.

The Knowledge Center

Know more, thanks to articles, videos, white papers, calculators, and more

Guiding Principles

Fiduciary Standard of Care


The vast majority of the nation’s investable wealth is in the hands of investment fiduciaries.

A fiduciary is required by law to act in the best interests of their client – yet many are not even aware of their duties and responsibilities. PROFItex, as a Registered Investment Advisor, is by definition an investment fiduciary – and we take this obligation very seriously.

Multi-Strategy Investing


We manage your assets with a unique approach grounded in research and common disciplined investment strategies.

For most investors reaching your goals requires that you employ valid long-term strategies. Luck and intuition tend to be quickly neutralized by highly sophisticated global markets. Our approach will be clearly defined.

Tax & Estate Planning​


Our well-established position in Charlotte, NC has allowed us to build lasting relationships with local CPAs, Estate Planning Attorneys, and Family Law practitioners.

Guiding our clients towards the right professional in these areas and coordinating ongoing efforts regarding tax and legal matters is part of our service – and again is included in our basic asset-based fee.

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Meeting Request

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PO Box 637
Austin, Texas
[email protected]

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