“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.

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FamilyWealth™

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

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Fund Services

Comprehensive fund services and financial technology solutions for financial institutions.

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Trust Services

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

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Estate Services

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

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Custody

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

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Family Office

Trust Services

FamilyWealth™

Estate Services

Fund Services

Custody

Featured News

Ivy League Endowments Underperform 60-40 Portfolio Again
For the second straight year, Ivy League school endowments underperformed a portfolio consisting of 60% US stocks and... Read More
Retirement Confidence Flags Amid Election, COVID Jitters
The run-up to the election and ongoing worries about the coronavirus pandemic had investors nervous in October.  Read More
U.S. ETF Market Tops $5 Trillion in Assets as Investors Stampede into Stocks on Vaccine Hopes
U.S. ETF Market Tops $5 Trillion in Assets as Investors Stampede into Stocks on Vaccine Hopes Read More
How to Get Out of an Upside-Down Car Loan
  Do some careful planning to avoid being upside down on your loan.  Read More
Buffett Bashes Bitcoin
Billionaire investor Warren Buffett on Monday said buyers of bitcoin, which he has characterized as “rat poison squared,”... Read More
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

Featured Posts

Economic and Market Recovery Facing Headwinds
Posted By : David Park Date : 10-09-2020
When the stock market rallied back in the beginning of March, it seemed the market was anticipating a... Read More
When the Fed Talks Inflation, Bond Investors Listen
Posted By : Joe Davis Date : 09-15-2020
In the past, the Fed said it would consider adjusting short-term rates when inflation approached 2 percent. But... Read More
Envisioning a Post-Pandemic Future
Posted By : FamilyWealth Advisers Date : 09-03-2020
TheAmerican mathematician Claude Shannon famously established a lower bound forthe number of possible moves in a typical chess... Read More
Weekly Market Update: Stocks Power Higher, While the Dow Makes Changes
Posted By : FamilyWealth Advisers Date : 09-03-2020
Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in... Read More
Monthly Market Update: August 2020
Posted By : FamilyWealth Advisers Date : 08-06-2020
Stock prices rallied in July as further development of a COVID-19 vaccine and better-than-expected corporate financial reports encouraged... Read More
Stocks See Mixed Week as COVID-19 Cases Rise, and News of Vaccine Emerges
Posted By : Rob Berger Date : 07-22-2020
Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and... Read More
The 4% budget: Why spending flexibility is more important than withdrawal rate in retirement
Posted By : Matthew Barrovecchio Date : 07-15-2020
The recent market declines triggered by the COVID-19 pandemic raise important questions for those in or near retirement.... Read More
Your Legacy Is More Than Just Your Portfolio
Posted By : Jean Young Date : 02-06-2019
If you’re like most people, when you hear the phrase “legacy planning,” youprobably think about how you’ll pass... Read More
Long-Term Care...What You See Isn't All There Is
Posted By : Colleen Jaconetti 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 : Joe Davis 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
Answers To Top College Savings Questions
Posted By : Joe Davis 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 : Charu Chander Gross 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 : Tony Giordano 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 : FamilyWealth Advisers 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

  • We have been with Austin Capital for over 5 years and we have experienced service that consistently exceeds our expectations. In fact, Austin Capital is the vendor by which we measure all other vendor relationships. You and your team have really set the bar high!

    Kim Sexton – Director of Human Resources - www.erlanger.org

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