WELCOME
Strategic investment
and trust services
tailored to your needs
At Turtle Creek Trust, our goal is to provide the highest level of customized investment management services using an objective, client-driven approach. We focus on delivering to our clients a highly personalized level of service with unwavering integrity.
What We Do
OUR VALUES
Founded on integrity
Founded in 2006, Turtle Creek Trust was established to provide trust and advisory services to a select group of high net-worth families, individuals, and charitable organizations. We are independently owned and managed with no relationship with an outside bank or broker-dealer. Our firm has grown since inception to over approximately $4 billion in assets under management.
Our founders envisioned a company that could focus purely on providing in-depth and highly customized service, free of the competing priorities often embedded in larger financial institutions. We view our independence as a distinct advantage, enabling us to focus solely on our mission of providing best-in-class investment management capabilities and an attentive and client-focused approach to Wealth Management and Trust administration.
Turtle Creek Trust is comprised of two sister companies, Turtle Creek Trust Company, LTA and Turtle Creek Management, LLC, which operate together to meet our clients’ needs. Turtle Creek Trust Company, LTA was granted a Trust Charter by the Texas Department of Banking in 2009, and Turtle Creek Management, LLC is registered with the Securities and Exchange Commission as a Registered Investment Advisor.
$4B+
ASSETS UNDER MANAGEMENT
250+
YEARS OF EXPERIENCE COMBINED
OUR APPROACH
Investment
PhilosophyTurtle Creek Management emphasizes a highly personalized approach to investment management, actively constructing portfolios of high-quality equities and bonds based on each client’s unique risk tolerance and goals.
OUR APPROACH
Client
CommunicationWe seek to keep clients informed in a timely and concise manner. At Turtle Creek, our personnel are all very accessible via phone and email.
OUR APPROACH
Equity Investment
ProcessTurtle Creek utilizes an intrinsic value style of stock selection. We believe discrete measures of corporate performance such as earnings growth, profitability, and leverage are individual components, not the primary determinants, of a business’s overall intrinsic value.
OUR APPROACH
Fixed Income
Investment ProcessTurtle Creek Management assembles diversified portfolios of high quality corporate, treasury, agency, and municipal bonds with the primary goals of portfolio risk reduction and income generation.
