STMM 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 Texas Money Management, Ltd. “South Texas Money Management is one of the largest independent wealth managers in South Texas. We are committed, as our motto says, to ’Helping Individuals, Individually.®’”

NABCAP is an unaffiliated non-profit organization based in Colorado. The primary focus of NABCAP is to serve the needs of the investing public by helping to identify top wealth managers.

According to NABCAP, their methodology is unique in determining rankings because it is primarily objective, not subjective and helps to add transparency for the investor’s benefit. Each selected participant completed a questionnaire structured with unbiased thorough questions monitored and approved by NABCAP’s board of directors. NABCAP scores the questionnaire based on proprietary methodology and the list is open to all advisers in the Houston area.

“Size is just one dimension of a firm, and I am proud of the fact that we have gotten here during one of the most challenging investment environments since the Great Depression,” says James Kee, PhD, President and Chief Economist at STMM. “That is a reflection of our people, our business model, and our investment process.”

About South Texas Money Management

STMM was founded in 2000 by Jeanie Wyatt, CFA. Today, STMM manages approximately $1.8 billion in assets (as of 6/30/2012 ), 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 Houston, Austin and Dallas. 

*This rating is not indicative of any client’s experience or future performance.