The Bank of San Antonio Deepens its Wealth Management Focus with Aspireon Wealth Advisors’
March 06, 2020
Aspireon Wealth team from left to right: Jon McAdams, Kevin Harris, Hunter Hein, Cynthia Michael, Dean Rogers.
San Antonio, TX, March 6th, 2020—
The Bank of San Antonio Wealth Advisors, wholly owned by The Bank of San Antonio, announced today that the group is renamed Aspireon Wealth Advisors. Aspireon, an independent Registered Investment Advisor (RIA), delivers solutions that increase client confidence through the accomplishment of purposeful financial outcomes. Aspireon serves clients utilizing a team approach, ensuring each client’s financial roadmap remains well-integrated with their investment strategy.
“This name change culminates a period of over three years where the team has successfully delivered on a number of key strategic initiatives,” said Kevin Harris, Aspireon Wealth Advisor’s President and Chief Investment Officer. “As a result, the team has doubled in size as the group’s assets under management have increased by more than 200%. These results validate our mission to deliver something truly special in terms of both results and service. We aren’t changing our vision with this name change, but rather becoming more focused as we recognize the need for continued success in additional markets.”
Aspireon strives to deliver a superior, non-traditional wealth management experience, comprised of the following key distinctions:
- The team manages its investment program tactically, by dynamically managing risk across the economic cycle. This approach achieves diversification through a number of processes rather than subscribing to the standard notion that a simple mix of differing asset classes is sufficient to provide ample diversification.
- The team leverages its diverse strategic network to provide clients with opportunities to directly invest with proven operators in a wide variety of private investment strategies. The team believes these structures offer a greater alignment of interests that are paramount in creating and sustaining wealth.
Brent Given, The Bank of San Antonio’s President and CEO said, “The name change will help propel our growth into other markets within the state, and even beyond, while ensuring we have continuity with our service model. Our clients expect our wealth management team to offer a global perspective, supported in large part by attracting and retaining the very best talent the industry has to offer. This name change represents our commitment to meet and exceed client expectations.”
About The Bank of San Antonio
Founded by local business and community leaders, The Bank of San Antonio has $836,240 million in assets and five branch locations. The bank opened in 2007 and has three non-subsidiaries, The Bank of San Antonio Insurance Group, Aspireon Wealth Advisors and Texas Express Funding, further enhancing services for locally-owned businesses.
About Aspireon Wealth Advisors
Since 2008, The Bank of San Antonio Wealth Advisors, now Aspireon Wealth Advisors, has provided investment management services. Aspireon’s mission is to deliver results that are significant and relevant, by managing risk across the economic cycle. Aspireon leverages a diverse strategic network to provide clients with opportunities to directly invest with proven operators in a wide variety of private investment strategies.
References to The Bank of San Antonio Wealth Advisors, LLC and Aspireon Wealth Advisors as a “registered investment adviser” or descriptions of being “registered” does not imply a certain level of skill or training. Investment Advisory products and services are: NOT FDIC insured - Not a Deposit of the Bank - Not Bank Guaranteed - May Lose Value.