Customer Notice: Due to inclement weather, our San Antonio banking locations will open at 9 a.m. tomorrow, January 21st.

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Lone Star National Bank

Fiduciary Investments

Professional asset management to help navigate complex financial markets.

Wealth Management

Fiduciary Investments

Lone Star National Bank Wealth Management offers Managed Portfolios built on the intellectual capital of select institutional asset managers, allocated by asset class and diversified by investment style, market capitalization and geography.

Managed Portfolios

Managed Portfolios are fully customized using individual securities to provide tax efficiency and to align with the individual client’s time horizon and risk tolerance.

Exchange Traded Fund (ETF) Portfolios

Our Exchange Traded Fund (ETF) Portfolios offer clients broadly diversified portfolios across asset classes and investment styles on a tax efficient basis at a low cost.

Managed and ETF Portfolios

Client assets in Managed and ETF Portfolios are held and custodied in segregated accounts separate and apart from deposits taken by Lone Star National Bank.

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Clients have direct access to their Portfolio Manager who is a key member of the client’s Wealth Management team coordinating quarterly, semi-annual or annual client communications and meetings.

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Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Lone Star National Bank and LSNB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

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Lone Star National Bank

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Wealth Management

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