JEANIE WYATT MAKES BARRON’S LIST OF TOP 100 INDEPENDENT ADVISORS FOR THIRD CONSECUTIVE YEAR
Wyatt One of a Handful of
Texans and Women on the List
SAN ANTONIO, TEXAS − September 4, 2012 – Jeanie Wyatt, CFA, CEO and Chief Investment Officer of South Texas Money Management, Ltd., was again selected as one of Barron’s Top 100 Independent Advisors.*
Ms. Wyatt, who was also named to the list in 2010 and 2011, was one of only seven women to make the national ranking, and South Texas Money Management was one of only seven Texas firms to be included on the list.
“We are very proud to be recognized for the third time in a row,” said Ms. Wyatt, the founder of South Texas Money Management. “Only 25 percent of the applicants qualified for this listing. Barron’s points out in this year’s Top 100 special issue, that there are some common themes among the advisors recognized. The first is that the firms strive to have ’high touch’ business models for their clients, and on average have over 30 employees in their firm. At South Texas Money Management, I feel our greatest strength is our people.” Wyatt continued, “Our goal is to always provide our clients with a high level of service, so as we have grown our assets, we have added professionals. Our disciplined investment strategy is tailored to our clients and our qualified professionals focus on client service.”
Barron’s ranks advisors based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms, and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality-of-practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
About South Texas Money Management
STMM was founded in 2000 by Jeanie Wyatt, CFA. Today, STMM manages approximately $1.9 billion in assets (as of 6/30/2012), including equity, fixed income, and balanced asset classes, for individuals, trusts, retirement plans, charitable foundations and endowments, as well as for bank trust departments and other institutions. Based in San Antonio, STMM has additional offices in Austin, Houston and Dallas.
This notice is for general informational purposes only and sets forth the personal opinions of its author as of its publication date. This notice contains no recommendations to buy or sell securities or a solicitation of an offer to buy or sell securities or investment services or adopt any investment position. This notice 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. You are advised not to infer or assume that any securities, sectors or markets described in this e-mail were or will be profitable. 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.
*This ranking is not indicative of any client’s experience or future performance.
©2012 South Texas Money Management, Ltd. All rights reserved.
Posted on Thu, September 6, 2012
by Josie Coiner