Frequently Asked Questions
Where can I go to get a comparison of your performance with other investment management companies?
Where can I find helpful information on the types of questions an advisor should be asking me?
How does a small firm like South Texas Money Management compete with larger firms?
Where do you get the research for your investment decisions?
What is the benefit of having value and growth stocks, rather than just one or the other?
Who makes the decisions as to which stocks you buy or sell for your portfolios?
Will you develop an investment plan for me?
Do you incorporate tax planning into your overall investment strategy? Will you work with my lawyer and CPA?
What is your minimum to open an account with STMM? How much do I need to open an account with you?
What are your asset management fees?
What do I get for these fees?
How are fees paid – monthly, annually?
How do STMM fees compare to those of mutual funds?
What commissions would I pay?
Would my account be insured?
What’s the next step if I want to open an account with South Texas Money Management? What documents do I need to bring?
What if I want to transfer my account from another investment firm?
Do I have online access to my account?
Do you only work with equities? What if I am interested in bonds or fixed-income investments?
How frequently do you meet with your clients?
How do I find out more about South Texas Money Management?
Where can I find helpful information on the types of questions I should be asking any prospective money manager that I'm considering?
How can I access my STMM quarterly statement online?
