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South Texas Money Management Completes Transaction To Acquire Brenham Office

South Texas Money Management Completes Transaction To Acquire Brenham Office

PR Newswire

SAN ANTONIO, Feb. 8, 2018 /PRNewswire/ — South Texas Money Management, Ltd. (STMM) announced that it has recently completed a transaction with Creekside Investment Management, an investment advisory firm located in Brenham, Texas, to transition to South Texas Money Management. The addition of the Brenham office will be STMM’s 6th in the state, complementing the San Antonio headquarters and offices in Austin, Dallas, Corpus Christi and Houston.

Prior to the transaction completion, Creekside was advising individuals and retirement plans via separately managed accounts in global equities strategies and individual fixed income mandates, predominantly servicing clients in the Brenham, College Station, and Houston area.


“In considering a transaction with Creekside, we were confident that our investment disciplines and investments in technology, research, and a deep, experienced bench of internal talent would serve Creekside clients well and importantly that our commitment to excellent client service would ensure that the long-term clients of Creekside would continue to receive a highest quality holistic wealth management services,” said Christina Markell-Balleza, Managing Director and General Counsel.

The transaction with Creekside is the third transaction for STMM and is part of the firm’s strategic growth plan to continue to deliver excellent service and offerings to clients.

“As native Texans, we value communities like Brenham/College Station that have unique characteristics and benefit from firms with deep investment experience and unparalleled service offerings. Our commitment to the region—including our Houston and Austin offices—and commitment to serve our clients in a way that tailors to their needs, made this an excellent addition,” said Jeanie Wyatt, CEO & Chief Investment Officer of South Texas Money Management, Ltd.

About South Texas Money Management
STMM was founded in 2000 by Jeanie Wyatt, CFA. Today, STMM manages approximately $3.3 billion in assets (as of 12/31/2017), 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. STMM also offers an open-architecture manager of managers platform for clients investing $20 million or more.

CFA and Chartered Financial Analyst are registered trademarks owned by CFA

Josie Dorris
1-210-824-8916
jdorris@stmmltd.com

Cision View original content:http://www.prnewswire.com/news-releases/south-texas-money-management-completes-transaction-to-acquire-brenham-office-300596158.html

SOURCE South Texas Money Management

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