SAN ANTONIO | AUSTIN | BOERNE

THE 1900 WEALTH UNIVERSITY

Education Series

The 1900 Wealth University Education Series includes an expanding library of videos that detail our principles towards investing as well as our overall philosophy towards wealth management. Your understanding of our approach is an important step towards a successful partnership and helps achieve results in reaching your long-term financial goals.

Small Capital Investments: Opportunities Beyond Valuations
A man with short brown hair wearing a blue suit and striped shirt smiles in a bright office setting with blurred background.

Charles Dodd Jr.

Portfolio Manager

When and How to Borrow Money
phylis-kyle

Phyllis Kyle

Senior Portfolio Manager

Lending Is Lending
bobbyjones

Bobby Jones

Chief Investment Officer

Structured Charitable Giving: Donor-Advised Funds vs Private Foundations
Todd_Brockwell

Todd Brockwell, CFA, CPA

Chief Executive Officer

Safeguarding Your Wealth: Compliance and Fraud Prevention
Richard_Dullnig

Richard Dullnig

Chief Compliance Officer

From Wealth to Legacy: The Role of A FAMILY OFFICE
melissa-anderson

Melissa Anderson, CPA, CAIA

Managing Director | Family Office Services

Investing 101: A GUIDE TO STOCKS, BONDS & BEYOND
Jessica_Drought

Jessica Drought

Senior Investment Advisor

How to Protect Your Wealth from Fraud
terri

Teri Grubb

Chief Operating Officer

Turning a Liquidity Event Into Lasting Wealth
mary-color

Mary Mullins Romanczuk

Senior Investment Advisor

Building Generational Wealth: How to Create & Protect Your Legacy
Chris-Kardys

Chris Kardys

President | San Antonio

Strategies to maximize fixed income investments
bobbyjones

Bobby Jones

Chief Investment Officer

Fixed Income
Investments
bobbyjones

Bobby Jones

Chief Investment Officer

Why should you consider fixed income investments?
bobbyjones

Bobby Jones

Chief Investment Officer

Confirmation
Bias
phylis-kyle

Phyllis Kyle

Senior Portfolio Manager

Loss Aversion & How It Affects Investing
phylis-kyle

Phyllis Kyle

Senior Portfolio Manager

Alternative
Investments
Matt_Richter

Matt Richter

Managing Director | Alternative Investments