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September 2, 2010
Barron's Top 100 Independent Advisors
Jeanie Wyatt was chosen as one of Barron’s Top 100 Independent Advisors of 2010.
August 4, 2009
Named Among Top Wealth Managers by Wealth Manager Magazine
STMM was ranked among the Top Wealth Managers in Wealth Manager Magazine in their 2009 survey.
July 21, 2009
STMM Certified by Center For Fiduciary Excellence for Three Years
STMM has been recently acknowledged by CEFEX, Centre for Fiduciary Excellence, LLC, as being one of 63 firms that have been certified since the inception of CEFEX, 3 years ago
June 2, 2009
STMM Named "Top Guns" In Ranking by Informa Investment Solutions
South Texas Money Management, Ltd. has been named in the “Top Guns” ranking of Informa Investment Solutions (IIS) in the six star category.
February 20, 2009
STMM Named ‘Top Guns’ In Ranking by Informa Investment Solutions
STMM, Ltd. was named in the “Top Guns” performance-based ranking of Informa Investment Solutions (IIS) in the 5-star and 6-star categories under IIS’ Plan Sponsor Network (PSN) database in the peer group of Domestic All-Cap Core Equity Managers with respe
November 11, 2008
STMM increases statewide presence with addition of Dallas office
South Texas Money Management, Ltd. (STMM) announced today that the firm has opened an office in Dallas, TX.
September 10, 2008
STMM Named “Top Guns” In Ranking by Informa Investment Solutions
South Texas Money Management was named “Top Guns” by Informa Investment Solutions (IIS) in the 5-star and 6-star categories
July 28, 2008
STMM Named "Top Dog" in 2008
South Texas Money Management was named a ‘Top Dog’ in the July/August issue of Wealth Manager Magazine.
April 1, 2008
Jeanie Wyatt named one of the top 50 women
The April issue of Wealth Manager Magazine named Jeanie Wyatt one of the Top 50 distinguished women in wealth.
October 10, 2007
Thomas P. Cagle, Jr. joins STMM
STMM announces that Thomas P. Cagle, Jr. has joined the firm as a senior investment advisor.
July 10, 2007
Fred B. Labatt, CFA joins STMM
STMM has named Fred B. Labatt, CFA as the firm’s director of equity research.
January 18, 2006
UTSA College of Business Shares its Accomplishments Nationwide
South Texas Money Management, Ltd. (STMM) of San Antonio is proud to be a partner in helping The University of Texas at San Antonio College of Business become one of the country’s best business schools.
October 24, 2005
Cost of Increased SEC Regulations Doesn't Deter Growth of Financial Advisory Firms
Despite new and costly Securities and Exchange Commission regulations, the financial advisory firms to make the latest Bloomberg Top Wealth Manager ranking achieved a 25.6 percent increase in total assets under management in 2004 over 2003.
August 15, 2005
STMM, Ltd. values a higher performance standard for investing public.
South Texas Money Management, Ltd. (STMM) has announced its completion of an extensive, voluntary, performance examination of their Equity Only Non-Taxable Account Composite and Equity Only Taxable Account Composite by Ashland Partners & Company LLP.