“Advice without good data <span> is only an opinion”</span>

“Advice without good data is only an opinion”

About Austin Capital Trust

Austin Capital Trust has developed technology platforms to enhance the client experience and add value to the client experience. Utilizing an holistic household management system, firms can enhance the client experience and provide a more comprehensive wealth management platform incorporating oversight of multiple investment vehicles as well as management of other financial services professionals.

Our Services

Family Office

The Family Office is the “coach” and “quarterback” for the management of a family’s financial wealth affairs.

FamilyWealth™

Family Wealth™ helps increase efficiency, monitor compliance, and improve client services.

Fund Services

Comprehensive fund services and financial technology solutions for financial institutions.

Trust Services

A full suite of trust services to protect wealth and the best interests of beneficiaries.

Estate Services

When done properly, estate planning helps provide clarity for your client’s financial future.

Custody

Our custodial platform offers with thousands of investment options to meet virtually any client needs.

Family Office

Trust Services

FamilyWealth™

Estate Services

Fund Services

Custody

Featured News

What's Best: Traditional IRA vs. Roth IRA?

What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice for clients when it comes... Read More

Advisors Aren’t Giving Up On Active Management

Financial advisors have generally favored active over passive investment management in client portfolios and volatility and rising interest... Read More

Are You Saving Too Much For Retirement?

The paper segments retirees into three groups; those who spend about $25,000 a year in retirement, $50,000, and... Read More

Women Have Special Financial Needs

Women Have Women have special financial needs that advisors overlook in two ways. Read More

Best Budget Apps For Personal Finance

A good budget app can take away the mystery and the complexity of managing your personal financial life. Read More

Motorola Transfers Pension Liabilities to Prudential

Motorola Transfers Pension Liabilities to Prudential 2014-09-29 Prudential Financial Inc. will take over the pension responsibilities for 30,000... Read More

Featured Posts

Long-Term Care...What You See Isn't All There Is

Posted By : Jean Young Date : 11-23-2018

I write a lot about the state of retirement in America and how certain saving behaviors can help... Read More

Are You Confident You're Saving Enough For Retirement?

Posted By : Colleen Jaconetti Date : 10-22-2018

A recent online study,* which had a significantly larger sample size, foundthat only one-third of retirees are confident... Read More

Vanguard Investors Share Advice For Weathering Market Volatility

Posted By : Joe Davis Date : 08-24-2018

In my last blog post, I asked for comments, tips, and strategies for getting through market volatility—and I... Read More

Why It’s So Hard To Predict The Next Bear Market

Posted By : Joe Davis Date : 08-09-2018

Most adults have seen enough detective movies to know that no 2 fingerprints are alike. Read More

Answers To Top College Savings Questions

Posted By : Charu Chander Gross Date : 05-18-2018

Remember the days before theinternet? It was almost impossible to access certain information, like songlyrics. People would go... Read More

4 Steps To Prepare For A Secure Retirement

Posted By : Tony Giordano Date : 04-11-2018

If you work and save from age 18 to age 63, you’ll spend around 45 years preparing for... Read More

New Fed Chair, New Challenge

Posted By : Chris Tidmore Date : 03-21-2018

When Jerome Powell presides over his first Federal Open Market Committee meeting as the new Federal Reserve chairman... Read More

Bitcoin: Digital gold or fool's gold?

Posted By : Julie Virta Date : 02-13-2018

Over the past few months, I’ve been asked this question more than any other. In 2017, Bitcoin, the... Read More

Client Testimonials