Happy Trust Company
Wealth & Legacy Planning
Important Update: A new client account log-in portal will be released on or about Monday, February 6th. In the coming days, the “Access your Account” link on this webpage will redirect you to the new client account log-in portal. If you have not received a call or email from a member of our Trust team with new log-in instructions by February 6th, please contact our Trust Department by calling (806) 356-8787.
On or about February 6th, we will also include a link to the old client account log-in portal, which will remain active and available for you to access your historical statements and data (prior to February 2023) until the end of April 2023. We will also store your historical client statements to provide to you upon request. Thank you for being a Happy Trust client!
Building wealth for a lasting legacy.
Happy Trust Company is here to help construct a plan for your investment success and then walk alongside you to ensure the plan is carried out.
Investment Management
Our team of professional portfolio managers will work with you to build a customized portfolio suited to your specific needs.
Retirement Services
Let us meet both your long-term retirement needs and financial legacy planning goals.
Trust Administration
Our experienced team is capable of managing a variety of revocable and irrevocable trusts.
Estate Administration
Gain peace of mind knowing we have experienced professionals to administer your estate in
a neutral and unbiased manner.
Specialty Asset Management and Fiduciary Services
Confidentiality and discretion by our experienced team keeps your accounts safe.
Take the Fear Out of Investing
Determine Your Risk Tolerance
Everyone has a different tolerance for risk. Determining how fast you’re comfortable traveling on your investment journey is the first step in helping our financial professionals develop an investment strategy that’s perfect for you.
Matter of Trust & Market Review
Read more about our client-focused process and philosophy in our quarterly newsletter and market review.
- Newsletter – Spring 2023
- Market Review – Q1 2023
- Annual Market Review – 2022
- Market Review – Q4 2022
- Newsletter – Q4 2022
- Newsletter – Q1 2022
- Market Review – Q4 2021
- Newsletter – Q3 2021
- Market Review – Q3 2021
- Newsletter – Q2 2021
- Market Review – Q2 2021
- Newsletter – Spring 2021
- Market Review – Q1 2021
Let us know how we can help.
Need help now?
- Amarillo
- 806-356-8787
- Austin/Round Rock
- 737-220-9178
- Dallas
- 972-407-4944
- Fort Worth
- 817-989-3945
- Lubbock
- 806-788-2443
- Kerrville
- 830-353-6755
Disclosures
Stay in touch with us.
