“To be sure, the equity/fixed-income choice is the most important portfolio allocation decision an investor can make.”
—Victor Canto, Ph.D,
La Jolla Economics
 

Non-Profits

STMM manages over $120 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)©(3)) Give Back Program

Our non-profit representative clients include:

All Saints Episcopal School
Artpace San Antonio
Girl Scouts of SW Texas
Guadalupe Cultural Arts Center
Junior League of San Antonio
The Museum of South Texas History
Respite Care of San Antonio Foundation
Ronald McDonald House Charities of San Antonio, Inc.
San Antonio Livestock Exposition, Inc.
Winston School of San Antonio