Capital management for families and business owners on both sides of the border.
SableField Capital manages investments for families and owner-operators in Laredo and South Texas, including clients with cross-border businesses. Every client has a written policy and reports that show what was done and why.
Our investment services
Portfolio Management
Day-to-day management of a portfolio to a written investment policy.
Investment Research
Company and fund research written in plain language, with the reason for each holding.
Asset Allocation
A mix of stocks, bonds and cash set against your goals and timeline.
Operations and Custody Oversight
Settlement, transfers and account maintenance run from written checklists.
Business Owner Planning
Planning for owners with company value tied up in one business.
Quarterly Reporting
Reports on holdings, fees and changes since the last review.
Operations that are as careful as the investing.
We keep settlement, custody and reporting in a documented process, with a second person checking every transfer.
What clients say
“The report listed every fee in one place. I had never seen that number before.”
“Ruben's team caught a transfer error before it went out. That is the kind of care I wanted.”
“They helped me think about my company as part of my portfolio, not separate from it.”