Our Mission


At South Texas Money Management, Ltd. our goal is to build an independent investment management firm with a reputation for excellence because we put our clients' interests first, we deliver a consistent investment process and we value our employees who are expert and share this mission.


Our Values


  • Be honest
  • Respond to all that reach out to us
  • Work hard and take joy in our work
  • Be respectful to each other
  • Listen to our clients
  • Communicate often with our clients
  • Respond quickly to our clients
  • Protect and keep client information confidential
  • Build prudent portfolios where clients can store the majority of their wealth
  • Be independent in investment decisions
  • Our measure of success is the length of our client and employee relationships