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.

Jeanie Wyatt, CFA
Chief Investment Officer
Chief Executive Officer

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