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| Answers to Frequently Asked Questions | <<Return to Questions |
| Will you develop an investment plan for me? We need to be confident our clients have reasonable expectations of what we can provide and have a good understanding of our process, so we always start with an investment plan and an understanding of your investment goals and objectives. Asset allocation is more than a guiding principle at South Texas Money Management. By developing an individualized asset allocation strategy for each of our clients, we have the best opportunity to provide the returns they are looking for. We review these asset allocation strategies regularly and make adjustments as needed. We are very pleased to work with other professionals, such as your accountant or attorney, who will likely have a broader overview of your financial picture, to develop a portfolio best suited to your needs. In particular, we work with a number of CPAs and always encourage each of our clients to have one, so we can work as a team and improve the financial management process for you. |