Jeanie Wyatt Named to Barron's Top 100 Independent Advisors List


Wyatt was one of 11 women and one of 5 Texans on the prestigious national list  


SAN ANTONIO, TX – September 24, 2018 – Jeanie Wyatt, CFA, CEO & Chief Investment Officer of South Texas Money Management, Ltd., was selected as one of Barron’s Top 100 Independent Advisors. Ms. Wyatt has been recognized by Barron’s on numerous occasions, most recently named to the 2018 Top 100 Women Advisors in the US list and the Top State by State Advisors list (where she was among the Top 10 in Texas).


The formula Barron's uses to rank advisors is proprietary according to a Barron’s Research Manager. The ranking is based on assets under management, revenues the advisors generate for their firms and the quality of their practices. The quality-of-practice component includes an evaluation of each advisor's regulatory record.


Ms. Wyatt said, “With Barron’s reporting that RIAs manage about $4 trillion in assets, it is certainly an honor to be included in the Top 100 Independent Advisors in the nation. I am so proud of our team.”


She continued, “Our growth in assets under management has been very high over our eighteen years since inception. As our firm has grown, we have been able to offer more services to our clients such as financial planning in addition to wealth management services. Our team of professionals includes 8 CFAs, 7 CFPs, 9 MBAs, 1 Ph.D., 1 JD and 1 CPA. I am particularly proud to be the only woman on the list from Texas."


About South Texas Money Management, Ltd. 

STMM was founded in 2000 by Jeanie Wyatt, CFA. As of August 31, 2018, STMM managed $3.7 billion in assets 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 over 60 employees and additional offices in Austin, Corpus Christi, Dallas, Houston and Brenham/College Station. For more information, please see: http://www.stmmltd.com/.


CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Past performance is not indicative of future results. There is a risk of loss.

 

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NOTICE: This is not an offer or solicitation to buy or sell securities. Although the information contained herein has been obtained from sources believed to be reliable, its accuracy and completeness cannot be guaranteed. The person sending this e-mail is an employee of South Texas Money Management, Ltd. (STMM), and neither this individual nor STMM provides legal or tax advice. Please consult your lawyer or CPA for assistance. STMM and/or its employees may hold a position in any securities mentioned above.