Our History

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. South Texas Money Management was named a Top Guns of the Decade by Informa Investment Solutions (IIS). Jeanie Wyatt was named Top 100 Women Financial Advisors (2018, 2017, 2016, and 2015) and Top 100 Independent Investment Advisors by Barron’s Magazine in 2018, 2012, 2011 and 2010. For full press releases and disclosures, please see press releases.

Today, STMM offers investment advisory services to individuals, trusts, estates, employee benefits plans, and endowments. STMM has offices in San Antonio, Austin, Brenham/College Station, Corpus Christi, Dallas, and Houston, to serve our clients.