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- South Texas Money Management, Ltd.
South Texas Money Management, Ltd.
South Texas Money Management (STMM) was founded in 2000 by Jeanie Wyatt, CFA. STMM operates as a Registered Investment Advisory firm and is a limited partnership formed under the laws of the state of Texas. The firm’s headquarters are in San Antonio with regional offices in Houston, Dallas, Austin and Corpus Christi. With an array of investment alternatives, STMM works with a broad range of clientele which today amounts to over $3.1 billion in assets under management representing over 1,800 clients – including non-profits, endowments, employee benefit plans, as well as individual accounts and trusts & estates. Approximately 80% of STMM’s client base is comprised of high net worth individuals, and 20% of our clients are institutional.
Mission
At South Texas Money Management, Ltd. our goal is to build an independent investment management firm with a reputation for excellence because we put our clients' interests first, we deliver a consistent investment process and we value our employees who are expert and share this mission.
Additional Culture Details
South Texas Money Management’s corporate culture is one where our employees are passionate about our values and mission. We help individuals, individually, and we measure our success by the long-term relationships that we build with our clients. think outside the box to solve problems. Our culture rewards hard work, coming forward with new ideas and working as a team, not just individuals. We reward and recognize going above and beyond. The culture is full of servant hearts, many whom give of time and resources to the community.
Values
- Honesty
- Be honest
Recent Awards
Company Snapshots
