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Why Sendero
®
What Makes Us Different
People
What Matters to You
Discovery
Maintaining my lifestyle
Preparing for the next phase of life
Legacy
Preparing each generation for the feature
Educating my kids about money
Philanthropy
Teaching my family to give
Charity is important to me
Family Office
Simplifying my life
Organizing my assets and planning for the future
Women
Empowering women to achieve financial freedom
Working with other women
Investments
Unbiased and personalized financial advice
Accessing investment that work for me
Individuals | Families
Institutions
People
Insights
Contact
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Investments
How Does Your Cash Stack Up?
Do you know if your bank is offering competitive interest rates? If not, you might want to ask and find out how their rates compare. Sendero…
Kayla Threet, Marketing Coordinator
August 7, 2018
Investments
Tactical Asset Allocation – June 2018
Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic…
Kayla Threet, Marketing Coordinator
July 9, 2018
In The News
Soccer is more than just a game
Starting tomorrow, the FIFA soccer World Cup starts in Russia. The most watched sporting event in the world will be played in eleven cities over the next 30 days to crown the best soccer team. Not…
Kayla Threet, Marketing Coordinator
June 13, 2018
Investments
Tactical Asset Allocation – March 2018
Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic…
Kayla Threet, Marketing Coordinator
April 12, 2018
Investments
My Crypto Rollercoaster
Written By: Rodrigo Lopez No matter what one thinks of Bitcoin or Blockchain technology, all investors (rookies and grizzled veterans alike) should thank the Cryptocurrency…
Kayla Threet, Marketing Coordinator
February 1, 2018
In The News
Why Do Economists Want to See MORE Inflation?
News Radio 1200 WOAI reports that the Fed has made inserting a manageable amount of inflation into the economy is a key goal in 2018,…
Kayla Threet, Marketing Coordinator
January 19, 2018
In The News
Bizwomen Headliners: Anne Buckthal Chilton
Anne Buckthal Chilton was featured as a Bizwomen Headliner in Finance and Banking! Click here to learn more.
Kayla Threet, Marketing Coordinator
January 17, 2018
Investments
5 Financial Resolutions for 2018
Written By: Melinda J. Perez January brings with it a burst of energy, inspiring people to pursue their goals with a renewed drive for the…
Kayla Threet, Marketing Coordinator
January 16, 2018
In The News
SABJ announces the 2018 40 Under 40 honorees
Congratulations to Lisa Martinez, one of the San Antonio Business Journal’s 2018 40 Under 40 honorees. Read More…
Kayla Threet, Marketing Coordinator
January 3, 2018
Investments
Tactical Asset Allocation – December 2017
Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic…
Kayla Threet, Marketing Coordinator
December 21, 2017
Philanthropy
I’m a Busy Working Mom of 4, But Volunteering is Actually the BEST Thing for My Schedule
When you have a busy career, kids who are involved in multiple activities and a household to run, the thought of incorporating volunteerism into your…
Kayla Threet, Marketing Coordinator
December 5, 2017
Investments
The Tax Bill Advances in the U.S. Senate–What’s in it for You?
As the U.S. Senate moves forward with the major tax cut bill, a lot of people are asking, ‘what’s in it for me,’ News Radio…
Kayla Threet, Marketing Coordinator
November 30, 2017
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