JEANIE WYATT IS NAMED BY
WEALTHMANAGEMENT.COM TO THE
TOP 25 WOMEN INVESTMENT ADVISORS LIST
SAN ANTONIO, TEXAS − October 5, 2012 – Jeanie Wyatt, CFA, CEO and Chief Investment Officer of South Texas Money Management, Ltd., was selected as one of the Top 25 Women Investment Advisors by wealthmanagement.com*
Ms. Wyatt, who was also recently named to the Barron’s Top 100 Independent Investment Advisors List, has over thirty years experience in the industry. The advisors on the list which, was assembled by Meridian IQ for www.wealthmanagement.com, are ranked by their total assets under management. Women advisors were also required to directly own at least 25 percent of the firm; have at least some individual clients for whom they do financial planning, and no more than 50 percent institutional clients. Additionally, none of the RIAs on the list operates a broker/dealer, a bank, or is affiliated with an investment company.
"Jeanie Wyatt takes personalized and excellent client care to a level that I think every advisor should strive for," said Jim Kee, Ph.D., President and Chief Economist at South Texas Money Management, Ltd. “I am not surprised she is at the top of this list of exemplary women advisors. We are proud to have her as our CEO & Chief Investment Officer.”
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 9/30/2012), 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. 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. 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 dictates largely by the risk tolerance of clients. The scoring system assigns a top score of 100 and rates the best by comparing them with the winner. The quality of practice component includes an evaluation of each advisor’s regulatory record.
©2012 South Texas Money Management, Ltd. All rights reserved.
Posted on Mon, October 15, 2012
by Alyssa Torres