Investing with Purpose

At Durbin Bennett Private Wealth Management, Austin, we model our portfolios around Goals-Driven Investing – an approach used by top institutional investors. This means our first priority is to understand your investment goals. Investing without a purpose is like going on a road trip without a destination. Where do you want to go? When do you want to get there? What do you want the journey to feel like?

Investor Education

Investing in the stock market can be confusing and daunting. When you work with us, we’ll educate you on how the investments in your portfolio work. We believe the more you understand your investments, the more confident in them you can be. Furthermore, it helps to provide a better investment experience.

Dedicated In-House Investment Committee

In order to help our clients reach their goals, we utilize investments that have undergone thorough due diligence and analysis by our dedicated investment team. With an investment philosophy rooted in academic research, we create portfolios with the following characteristics:

    • Globally Diversified
    • Low Fees
    • High Quality
    • Exclusive Private Investments (when appropriate)
    • Tax Efficient

Expert Investment Advisors You Can Trust

Our team is comprised of registered investment advisors with extensive financial industry experience who hold the following credentials:

  • Chartered Financial Analyst (CFA®)
  • Chartered Alternative Investment Analyst (CAIA®)
  • Certificate in Investment Performance Measurement (CIPM®)
  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • Master of Business Administration (MBA)
  • Series 65 License

Contact Our Austin Office to Start Your Portfolio Management Process Today

To learn more about our Investment Management services call or fill out our form to see how we can serve your needs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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