As of March 31, 2019, STMM manages over $400 million for non-profit endowments and foundations.

Our non-profit services include:

  • A review of your organization’s investment policies 
  • Asset allocation recommendations 
  • Quarterly review to investment committee and board 
  • Non-profit (501(c)(3)) Give Back Program

Our non-profit representative clients include:

All Saints Episcopal School
Alpha Home 
Friends of the Governor’s Mansion 
Girl Scouts of Southwest Texas
Girls Inc. 
Guadalupe Cultural Arts Center 
Harrington Cancer and Health Foundation 
Junior League of San Antonio 
Museum of South Texas History 
Respite Care of San Antonio Foundation 
Ronald McDonald House Charities of San Antonio, Inc.
San Antonio Livestock Exposition, Inc.
Sul Ross State University Support Organization
The Winston School San Antonio
Texas A&M University- Kingsville Foundation
Travis Park United Methodist Church Endowment Foundation
YMCA of Greater San Antonio

It is not known whether the listed clients approve or disapprove of STMM or its advisory services. The references above were selected based on their status as non-profit entitles and their consent to share their names.