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.
"We are very proud of this recognition by the San Antonio Business Journal,” said Jeanie Wyatt, CFA, Chief Executive Officer and Chief Investment Officer at STMM. “Our growth as a private and independent firm is a reflection of our commitment to excellence in customer service. The majority of our firm’s 50 employees live in San Antonio, giving us a large presence in South Texas.”
Ranked by the number of assets managed locally, STMM was named the second largest money management firm and the third largest financial planning and advisory firm in San Antonio.
“The shale gas and oil boom is a tremendous source of growth for South Texas and San Antonio,” said Jim Kee, Ph.D., STMM's President and Chief Economist. “This has contributed to the growing need for a strong source of investment expertise. Everyone at South Texas Money Management is committed to serving that need through individual portfolio construction and investment management, along with financial planning and family office services.”
About South Texas Money Management
STMM was founded in 2000 by Jeanie Wyatt, CFA. STMM manages approximately $1.9 billion in assets (as of 9/30/2012 ), including equity, fixed income, and balanced asset classes, for individuals, trusts, retirement plans, charitable foundations and endowments, as well as for bank trust departments and other institutions. Based in San Antonio, STMM has additional offices in Austin, Houston and Dallas. Additional information may be found at www.stmmltd.com.
*This rating is not indicative of any client’s experience or future performance.
Posted on Wed, November 21, 2012
by Josie Dorris