Texas Trust Investment Services

Let's grow your money together

Retirement Planning | Portfolio Analysis | Professional Account Management


Your future starts here

Whether you are a seasoned investor, or just getting started you can rely on our experienced advisors to help you grow your money. Our commitment to you is to help you build, manage, and preserve your wealth by understanding your individual goals. As our partner you have access to a source of sound, personal financial advice – both now and for years to come.


Investment Services Available to you

Retirment Planning

Design an investment strategy to help you pursue your retirement goals.

Tax-Advantaged Investing

We can show you how to reduce your tax liability and let more of your money work for you.

College Planning

Create a savings plan so you are ready when your children are.

Investment Portfolio Analysis

Review your current investments for optimal performance and diversification.

Tax-Free Rollover

 Get advice on how to move your company retirement plan (401(k), SEP, Pension, etc.) into an IRA and avoid the common mistakes made by some individuals.

Business Retirement Plans

Develop a retirement plan for you the business owner and your employees.

Brokerage Services

Explore various investment options, such as mutual funds, stocks, bonds, ETFs, and annuities (fixed, indexed, and variable).

Professional Account Management

Your financial advisor, in partnership with LPL Financial LLC, can manage your investments utilizing a wide selection of experienced money managers.


Not NCUA Insured. No Credit Union Guarantee. May Lose Value.

Products For You

  • Mutual Funds
  • Stocks & Bonds (Tax-Free & Taxable)
  • Annuities—Fixed, Variable & Fixed Index
  • Exchange Traded Funds (ETF)
  • Real Estate Investment Trusts (REIT)
  • Individual Retirement Accounts—Roth IRA & Traditional IRA
  • Wealth Management Accounts
  • College Funding Plans


Father and children  playing in front yard

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Texas Trust Credit Union and Texas Trust Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Texas Trust Investment Services, and may also be employees of Texas Trust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Texas Trust Credit Union or Texas Trust Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Texas Trust Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information