Helping individuals, individually.®

We provide investment advisory services to individuals, trusts, estates, defined benefit plans, institutions, foundations and endowments.



We believe that you should choose a money manager with the same care you choose your best friend. At South Texas Money Management (STMM) we help individuals, individually. We measure our success by the long term relationships we build with our clients. Our commitment is reflected through personalized service and the credentials of our professionals. Not only do we dedicate two highly qualified investment advisors to each account, we also offer complimentary financial planning services to our clients.

STMM implements a unique investment process which focuses on quality and diversification. Our research team uses seven disciplines and sophisticated tools to build individual portfolios. Access to market information through technology helps us to make researched decisions for our accounts. STMM’s specialized staff is committed to producing competitive investment returns, while providing highly individualized client service.

*When Dr. Kee discussed Marathon Petroleum (MPC), CNBC inadvertently displayed a graphic and information for Marathon Oil Corporation (MRO). All of Dr. Kee’s comments apply to MPC. The link above will redirect you to an article or page on a third-party website. The link is directed to the specific article or interview noted, but the third-party website may include additional information, content, or links to additional pages or sites that STMM has not reviewed. STMM does not have control over the third-party website and while STMM has verified as of the date of this email that the link directs to the intended article or interview, this may change in the future. This article or interview sets forth the personal opinions of its author as of its publication date. This interview is for general informational purposes only. It is not a recommendation to buy or sell securities or to adopt any investment position; nor is it a solicitation of an offer to buy or sell any securities or investment services. This interview is not intended to constitute investment, legal or tax advice and should not be relied upon as such. Market and economic views are subject to change without notice and may be untimely when presented here. Do not infer or assume that any securities, sectors or markets described in this reprint were or will be profitable. Specific securities discussed herein and information related thereto are based on a single hypothetical model account. Actual account holdings and attributes of those holdings may vary. This is not a complete list of all securities purchased or sold by STMM in the last year. A complete list is available upon request. All material and information presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed. Past performance is no guarantee of future results. There is a possibility of loss. South Texas Money Management, Ltd. and/or its employees may engage in securities transactions in a manner inconsistent with the above. For additional information, please see STMM’s Form ADV, which can be found at