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This ranking is based on investment performance for the five year perior endedMarch 31, 2009. Southu Texas Money Management (STMM) was measurefd in the Planned Sponsore Network which is used by investment professionals to evaluatr and select managers The peer group for STMM in this ranking isDomestidc All-Cap Core Equity Managers. Jeanie Wyatt, CFA, CEO and chiefg investment officerof STMM, says she’sz proud of the ranking because it’s base on long-term performance. “Our portfolios include stockssof large, mid and smallk capitalization companies in the U.S. as well as international companies. We also balance growth stockse andvalue stocks,” Wyatt says.
“Diversificatioj is our number one rulein investing. ... It can reducre volatility. That is important.” STMM’sa managed assets total approximately $1.4 billion. It managee assets for individuals, foundations, trusts, employee benefit plans and endowments. San Antonio-based STMM has over 50 employeexs and offices inSan Austin, Dallas, and Houston.
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