| South Texas Money Management was founded in late 2000 by Jeanie
Wyatt, CFA, when she left an executive position at Cullen/Frost
Bankers, Inc., a large, publicly traded regional Texas bank (NYSE-CFR)
to form her own company. She believed there was a great need in
the marketplace for her approach to managing assets.
The core of her philosophy of stock investment is buying both
value and growth stock for the firm’s portfolio. This allows
investors to participate in market cycles set by value or growth,
but with less volatility.
The philosophy has worked well and the firm continues to grow
and be recognized. This year, South Texas Money Management was
named a “Top Gun” by Informa Investment Solutions (IIS)
in the 4-star category under IIS’ Plan Sponsor Network (PSN)
database in the peer group of Domestic All-Cap Core Equity Managers
for the quarter ended December 31, 2006.
Today, South Texas Money Management has over $1.6 billion in assets
under management and offers investment advisory services to individuals,
trusts, estates, employee benefits plans, and endowments. STMM
has offices in San Antonio, Austin, and Houston to serve our clients.
Our Mission and Values
Our People
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