As one of the fastest growing cities in the U.S., San Antonio has seen an influx of investment firms setting up offices in recent years. With its business-friendly environment, talented workforce, and lower costs compared to other major Texas cities, San Antonio offers significant advantages for investment companies. In this article, we’ll take a look at some of the top investment firms in San Antonio and how they are impacting the local investment landscape.
Frost Bank Helps Fuel Business Growth with Robust Commercial Lending
Headquartered in San Antonio, Frost Bank has been serving Texas since 1868. With over $40 billion in assets, Frost provides a full range of commercial, retail and wealth management services. The bank is a major force in commercial lending across San Antonio and Texas. Frost takes pride in really knowing its customers and providing tailored lending solutions to help businesses expand. The bank’s stability and strong capital position enable it to fund large complex projects.
USAA Offers Wide Array of Financial Services for Military Community
Founded in San Antonio in 1922, USAA provides banking, investing, insurance and retirement solutions to serve the financial needs of current and former members of the military and their families. Today, USAA has over 13 million members and manages well over $100 billion in assets. USAA offers a strong lineup of investment products including stocks, ETFs, mutual funds, fixed income and annuities. The company has a large investment research team that provides market insights and analysis to help guide USAA members’ investment decisions.
Victory Capital Manages Specialized Investment Strategies
Headquartered in San Antonio, Victory Capital is an investment management firm with around $162 billion in assets under management as of 2022. The company offers a wide variety of actively-managed investment strategies across equity, fixed income and alternative investments. Victory Capital has over 900 employees across multiple locations serving individual and institutional clients worldwide. With its lineup of boutique investment managers, Victory Capital aims to provide clients access to specialized investment expertise.
JM Financial Brings Institutional Investment Capabilities
Founded in 1975, JM Financial is an investment advisor and wealth management firm with close to $3 billion in assets under management. JM Financial serves high net worth individuals, families, trusts, foundations and retirement plans. The firm has a strong institutional heritage and experience managing assets for pensions, endowments and other large institutional investors. This provides the firm foundation to deliver sophisticated investment management and wealth planning services to its individual and family clients.
San Antonio has emerged as a hub for investment firms looking to tap into the city’s strong growth. Leading firms like Frost Bank, USAA, Victory Capital and JM Financial are providing the capital, services and expertise to meet the investment needs of San Antonio residents and businesses. The diverse capabilities of these top investment players helps strengthen San Antonio’s position as an attractive destination for investment activities.