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South Texas Money Management

Founded in 2000 by Jeanie Wyatt, CFA, South Texas Money Management has approximately $3 billion (as of 12/31/16) in assets under management and offers investment advisory services to high net worth individuals, trusts, estates, employee benefits plans and Foundation endowments. Since the inception of the firm, non-profit clients have been an important segment of our business. STMM manages accounts for 115 non-profit clients with assets under management of over $325 million. Support of our non-profit community is not just an exercise in doing what’s right for our community; it’s our way of life and what we enjoy. STMM has offices in San Antonio, Austin, Dallas, Houston and Corpus Christi to serve our clients.