News Releases

  • South Texas Money Management Certified By Centre For Fiduciary Excellence For Ten Years

    SAN ANTONIO, TX (September 11, 2017) — South Texas Money Management, Ltd. (STMM) announced that it has been recently acknowledged by CEFEX, Centre for Fiduciary Excellence, LLC, as being certified for 10 years. STMM was among the first Investment Managers to successfully complete the independent certification process, which was first offered in the United States in 2006.CEFEX, Centre for Fiduciary Excellence, LLC, is an independent certification organization that works with industry expert...

  • South Texas Money Management (STMM) Named to Financial Times Top 300 Advisers (FT 300) List

     SOUTH TEXAS MONEY MANAGEMENT NAMED TO FINANCIAL TIMES TOP 300 ADVISERS (FT 300) LIST SAN ANTONIO, TX - June 22, 2017 – South Texas Money Management is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the United States. This is the fourth consecutive time STMM has been named to the FT 300 list. South Texas Money Management applied for consideratio...

  • Barron's Names Jeanie Wyatt to Top 100 Women Advisors in the US

    Wyatt is ranked 27th nationally & the highest ranked woman in TexasSAN ANTONIO, TX - June 9, 2017 –  Jeanie Wyatt, CFA, CEO and Chief Investment Officer of South Texas Money Management (STMM) was named to Barron’s Magazine’s prestigious national list of the Top 100 Women Advisors for the third consecutive year. Ms. Wyatt is the highest ranked woman from Texas.

  • South Texas Money Management (STMM) Named to Top 15 RIA Southern Success Stories List by Investment News Magazine

    SAN ANTONIO, TEXAS (February 1, 2017) – South Texas Money Management, Ltd. is pleased to announce that the firm was named to Investment News Magazine’s list of Top 15 RIA Southern Success Stories.Investment News Qualified 1,778 firms headquartered in a 16 state region of the United States based on data reported on the form ADV to the Securities and Exchange Commission as of November 1, 2016. The firms were sorted by region and based on the US Bureau of Labor Statistics (BLS Census Re...

  • South Texas Money Management (STMM) Named “TOP GUNS” for Investment Performance by INFORMA Investment Solutions

    SAN ANTONIO, TEXAS – December 8, 2016 – South Texas Money Management announced it was named one of “Top Guns” for investment performance by Informa Investment Solutions (IIS) in the 5 Star category for the three year period ended September 30, 2016.Jeanie Wyatt, CEO & Chief Investment Officer of South Texas Money Management said, “We are very pleased with this Top Guns recognition. This ranking by PSN measures portfolio downside returns as well as upside returns...

  • Two Prestigious Awards for South Texas Money Management, Ltd.

    SAN ANTONIO, Texas – July 7, 2016 – Jeanie Wyatt, CFA®, CEO and Chief Investment Officer of South Texas Money Management (STMM) has been named by Barron’s magazine to their national list of Top 100 Women Financial Advisors (2016). Wyatt was one of ten named from Texas. South Texas Money Management also announced that it was listed to Financial Times Magazine’s national list of Top 300 RIAs.

  • South Texas Money Management, Ltd. Recognized as a Top Guns Manager by Informa Investment Solutions

    SAN ANTONIO, TX – May 25, 2016 – South Texas Money Management announced today that for the three-year period ended March 31, 2016, it has been recognized with Top Guns status by Informa Investment Solutions' PSN manager database. STMM was recognized in the Top Guns category, ‘Bull and Bear Masters.’   “I am proud of our achievements at South Texas Money Management in limiting downside risk for our clients,” said Jeanie Wyatt, CFA®, CEO and Chief Investment Officer at South Texas Money Manag...

  • Jeanie Wyatt Named to Barron's list of Top Financial Advisors by State (2016)

    SAN ANTONIO, TX - March 16, 2016 – Leading San Antonio independent investment management firm, South Texas Money Management, Ltd. (STMM), announced that Jeanie Wyatt, CEO & Chief Investment Officer, achieved a top industry ranking among investment advisors on Barron’s prestigious list of Top Financial Advisors by State. Ms.

  • Jeanie Wyatt Named to Barron’s National List of Top 100 Women Financial Advisors − Wyatt Receives Several Distinguished Recognitions in 2015

    SAN ANTONIO, Texas – June 11, 2015 – Jeanie Wyatt, CFA®, CEO and Chief Investment Officer of South Texas Money Management (STMM) has been named by Barron’s magazine to their list of Top 100 Women Financial Advisors.   The national ranking by Barron’s reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.   "It is very exciting and an honor to be named to this national list of women,” Wyatt sai...

  • South Texas Money Management (STMM) Named One of Ten PSN “Bull & Bear Masters” for Investment Performance by Informa Investment Solutions

    SAN ANTONIO, TEXAS – February 23, 2015 – South Texas Money Management announced it was named one of ten PSN “Bull & Bear Masters” in the PSN Global equity category, based on firms’ upside/downside capture ratios for the three-year periods ending December 31, 2014.   Jeanie Wyatt, CFA®, CEO & Chief Investment Officer of South Texas Money Management said, “At South Texas Money Management, our discipline is to be strategically diversified at all times. We work to accomplish this, ...

  • South Texas Money Management's Jeanie Wyatt Named to Financial Times Top 100 Women Advisors List

    STMM was also named to the Financial Times Top 300 RIA's list - June 2014   SAN ANTONIO, TEXAS – January 6, 2015 – South Texas Money Management (STMM) announced that its CEO and Chief Investment Officer, Jeanie Wyatt, CFA®, was named to the Financial Times national list of Top 100 Women Investment Advisors. The firm was named to the Financial Times inaugural list of Top 300 RIAs in June 2014.   “We are very gratified to be included in both of these national lists,” said Jeani...

  • South Texas Money Management (STMM) named “Top Guns” For Investment Performance by Informa Investment Solutions

    SAN ANTONIO, TEXAS – December 12, 2014 – South Texas Money Management announced it was named “Top Guns” for investment performance by Informa Investment Solutions (IIS) in the peer group, PSN Global Equity, for the quarter ended September 30, 2014.   Jeanie Wyatt, CEO & Chief Investment Officer of South Texas Money Management said, “Our stock portfolios are considered ‘core portfolios’ because they always include large, mid, and small capitalization stocks, value and growth stocks as we...

  • CNBC names South Texas Money Management Top 100 fee-only wealth managers in the nation.

    SAN ANTONIO, TEXAS (June 3, 2014) - South Texas Money Management, Ltd. (STMM) announced that the firm has been named to CNBC's national list of Top 100 Fee-Only Wealth Managers.   "We are thrilled to be part of this inaugural list by CNBC," said Jeanie Wyatt, CFA, CEO and Chief Investment Officer.

  • Jeanie Wyatt Named to Wealthmanagement.com's Top 10 Women-Owned RIA's List

    SAN ANTONIO, TEXAS (April 11, 2014) - South Texas Money Management, Ltd. announced that Jeanie Wyatt, CFA, CEO & Chief Investment Officer, has been named to the list of Top 10 Women-Owned RIAs by wealthmanagement.com. Ms.

  • STMM Opens Corpus Christi Office

    SAN ANTONIO, TEXAS (January 27, 2014) - South Texas Money Management (STMM) announced that the firm has opened an office in downtown Corpus Christi, Texas.   Donna Patterson and Mary Hime, both Vice Presidents of Business Development, will lead STMM’s team in Corpus Christi. Patterson is a native of Corpus Christi, where she was formerly the Executive Director of the Gulf Coast Humane Society.

  • STMM Names Leah Bennett, CFA, Co-Chief Investment Officer

    SAN ANTONIO, TEXAS – December 13, 2013 – South Texas Money Management, Ltd. (STMM) has announced that Leah Bennett, CFA, CIC, has been named Co-Chief Investment Officer of the firm. Jeanie Wyatt, CFA, who founded the firm 13 years ago, will remain Chief Executive Officer and Chief Investment Officer.

  • 7 STMM Professionals Given 5 Star Awards

    SEVEN SOUTH TEXAS MONEY MANAGEMENT PROFESSIONALS GIVEN FIVE STAR AWARDS SAN ANTONIO, TEXAS – September 12, 2013 – Five Star Professional has selected seven employees of South Texas Money Management, Ltd. (STMM) as Five Star Wealth Managers.  Jeanie Wyatt, CFA, Lisa Fox, CFP®, Elizabeth Calvert Hickman, Madelon Leone, CFA, Holly Moore, CFP®, Benjamin B. Napier, CFA, and Ronald Weiss, CPA, were each awarded this special designation.  Five Star Professional is the largest and most widely ...

  • STMM Named to Financial Advisor Magazine's Top RIA List 2013

    SOUTH TEXAS MONEY MANAGEMENT NAMED TO FINANCIAL ADVISOR MAGAZINE’S TOP RIA LIST FOR 2013 SAN ANTONIO, TEXAS – July 17, 2013 – South Texas Money Management, Ltd. (STMM) has been named one of the top RIAs (Registered Investment Advisors) in the country by Financial Advisor Magazine (FA).  STMM ranks in the top 100 firms of the list’s highest asset category, which is composed of RIAs with total assets of $1 billion and over.  The rankings are based on discretionary and nondiscretionary as...

  • Jeanie Wyatt Named to "Top 10 Women RIA Owners"

    SOUTH TEXAS MONEY MANAGEMENT’S JEANIE WYATT LISTED AS “TOP 10 WOMEN RIA OWNERS IN THE U.S.” FOR 2013 BY WEALTHMANAGEMENT.COM   SAN ANTONIO, TEXAS – May 2, 2013 – Jeanie Wyatt, CFA, CEO, and Chief Investment Officer of South Texas Money Management, Ltd., has been selected as one of the “Top 10 Women RIA (Registered Investment Advisor) Owners in the U.S. for 2013” by wealthmanagement.com.  In this national listing, she is one of only two Texans ranking in the Top 10 of this prestigious l...

  • Christian Ledoux, CFA, Named Dir. of Equity Research

    CHRISTIAN LEDOUX, CFA, NAMED DIRECTOR OF EQUITY RESEARCH FOR SOUTH TEXAS MONEY MANAGEMENT, LTD.   SAN ANTONIO, TEXAS (April 16, 2013) – South Texas Money Management, Ltd. (STMM) has named Christian Ledoux, CFA, as Director of Equity Research.

  • STMM Names Executive Vice Presidents

    NAMES THREE EXECUTIVE VICE PRESIDENTS WITHIN THE FIRM   SAN ANTONIO, TEXAS (January 21, 2013) – J. Hutch Bryan, CFA, Teri Grubb, and Christina Markell-Balleza, JD have been named Executive Vice Presidents at South Texas Money Management, Ltd. (STMM).  The title of Executive Vice President is given to individuals who have acquired the education and/or licensing credentials for their field, and who have attained at least 10 years of industry experience with increasing levels of responsib...

  • 2 STMM Employees Receive 40 Under 40 Award

    SAN ANTONIO BUSINESS JOURNAL SELECTS TWO SOUTH TEXAS MONEY MANAGEMENT EMPLOYEES AS 40 UNDER 40 AWARD WINNERS   SAN ANTONIO, TEXAS (January 2, 2013) –South Texas Money Management, Ltd. (STMM) is pleased to announce that Christina Markell-Balleza and Teri Grubb were selected to the San Antonio Business Journal’s prestigious “40 Under 40” list.  The publication has published its annual list for the past 17 years.  2012’s winners were selected by an editorial board headed by SABJ Publ...

  • STMM named 2nd Largest Money Mgmt Firm in SA

    SOUTH TEXAS MONEY MANAGEMENT NAMED SECOND LARGEST MONEY MANAGEMENT FIRM IN SAN ANTONIO STMM also named to Largest Financial Planning and Advisory Firms list   SAN ANTONIO, TEXAS –The San Antonio Business Journal has named South Texas Money Management, Ltd. (STMM) to its annual list of the largest investment firms and financial planning firms in the Alamo City. The publication’s “Money Journal” issue was released October 19, 2012.

  • Jeanie Wyatt named Top 25 Women Investment Advisors

    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 assembl...

  • STMM's Ronald Weiss, CPA Selected SABJ Best CFO Award

    SOUTH TEXAS MONEY MANAGEMENT’S RONALD WEISS, CPA, SELECTED FOR THE SAN ANTONIO BUSINESS JOURNAL’S BEST CFO AWARDS   SAN ANTONIO, TEXAS (October 5, 2012) –The San Antonio Business Journal has named South Texas Money Management’s Ronald Weiss, CPA, to its list of the Best CFOs for 2012.  In addition to being Chief Financial Officer of the firm, Weiss is also a managing director.    Mr. Weiss joined South Texas Money Management (STMM) in November of 2009 and has over 14 years ex...

  • Jeanie Wyatt Makes Barron's List of Top 100

    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 ...

  • STMM Named to Houston's Top Wealth Managers List

    SOUTH TEXAS MONEY MANAGEMENT, LTD NAMED TO HOUSTON’S TOP WEALTH MANAGERS LIST SAN ANTONIO, TEXAS (July 12, 2012) - South Texas Money Management is pleased to announce that the National Association of Board Certified Advisory Practices (NABCAP) has named STMM to the Top Wealth Managers list featured in the Houston Business Journal for the week of June 15-21, 2012.* "We are very proud of this recognition as a Houston manager,” said Jeanie Wyatt, CFA, CEO and Chief Investment Officer at South ...

  • Jeanie Wyatt chosen again as one of Barron's Top 100

    JEANIE WYATT CHOSEN AGAIN AS ONE OF BARRON’S TOP 100 INDEPENDENT ADVISORS Wyatt is One of Five Texans on the List SAN ANTONIO, TEXAS – September 12, 2011 – Jeanie Wyatt, CFA, CEO & 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, was one of eight women to make the national ranking, and South Texas Money Management was one of only five Texas firms to be include...

  • STMM Ranks Highly on Lipper Money Manager Survey

    South Texas Money Management, Ltd. (STMM) announced that it was named to the Lipper Top 40 Money Managers list for the quarter ended March 31, 2011. For its core equity composite, STMM was ranked number 5 out of 258 firms for the quarter and number 11 out of 243 firms for the year ended March 31, 2011.

  • STMM Names Dr. Jim Kee, Ph.D., President of the Firm

    SOUTH TEXAS MONEY MANAGEMENT, LTD. (STMM) NAMES DR. JIM KEE, PH.D., PRESIDENT OF THE FIRM STMM also names Managing Directors   SAN ANTONIO, TEXAS – April 13, 2011 –   Jeanie Wyatt, CFA, CEO & Chief Investment Officer of South Texas Money Management, Ltd.

  • STMM, LTD., named 'Top Guns of the Decade'

    SOUTH TEXAS MONEY MANAGEMENT, LTD. NAMED ‘TOP GUNS OF THE DECADE’ BY INFORMA INVESTMENT SOLUTIONS* STMM is only majority women-owned firm and only Texas based firm in this ranking of core equity managers SAN ANTONIO, TEXAS – February 25, 2011–   Informa Investment Solutions (IIS) released the ‘Top Guns of the Decade’ ranking for the ten years ended 12/31/10, including San Antonio based, South Texas Money Management, Ltd. The report analyzes a rolling 10-year period in terms of both returns ...

  • Barron's Top 100 Independent Advisors

    JEANIE WYATT CHOSEN AS ONE OF BARRON’S TOP 100 INDEPENDENT ADVISORS Wyatt is One of Only Six Texans to Make Top 100 List* SAN ANTONIO, TEXAS – September 2, 2010 – Jeanie Wyatt, CFA, CEO & Chief Investment Officer of South Texas Money Management, Ltd., was selected as one of Barron’s Top 100 Independent Advisors of 2010. Wyatt was one of six women to make the national ranking, and South Texas Money Management was one of only six Texas firms to be included on the list.   According to Jenn...

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