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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
Family Engagement
Preparing each generation for the feature
Educating my kids about money
Foundations & Philanthropy
Teaching my family to give
Charity is important to me
Family Office
Simplifying my life
Organizing my assets and planning for the future
The Women’s Initiative
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
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
Investments
Thanksgiving Over, Now is the Time for Close Inspection of Your Investments
Scott McMillian, who is the Chairman of San Antonio’s Sendero Wealth Management, says, while the change in the year is a random act to the…
Kayla Threet, Marketing Coordinator
November 30, 2017
In The News
SABJ- Women-led Wealth Management Firm Working on a New Path
There’s a new woman-led company in the local financial services industry. Here’s what the CEO has planned for Sendero Wealth Management. Read More…
Kayla Threet, Marketing Coordinator
October 9, 2017
Investments
Tactical Asset Allocation – September 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
October 5, 2017
In The News
WOAI – Prominent S.A. Financial Leader Bullish on Fed Moves
The Federal Reserve Board on Wednesday said it will formally begin to sell some $4.5 trillion in bonds which it purchased as part of the…
Kayla Threet, Marketing Coordinator
September 21, 2017
In The News
SABJ – New Leaders to Steer San Antonio Wealth Management Firm
From the San Antonio Business Journal: After more than 20 years in business, the co-founders of Sendero Wealth Management are moving into advisory roles and…
Kayla Threet, Marketing Coordinator
September 20, 2017
Investments
Tactical Asset Allocation – June 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
July 12, 2017
Investments
Competition with index funds is ferocious, but clients want more than just performance.
Last October, London-based Henderson Group announced its merger with Denver-based money manager Janus Capital Group. This past March, two big British firms, Standard Life and…
Kayla Threet, Marketing Coordinator
April 17, 2017
Investments
WOAI Interview with Amaury Conti
WOAI came calling on our very own Amaury Conti to talk about the recent market activity: Click here to see the interview.
Kayla Threet, Marketing Coordinator
September 13, 2015
In The News
Staying or Leaving: A Look at How the “Grexit” May Affect You
Just three months in, Greece’s newly elected government is standing firm on the anti-austerity platform that brought it to power in the first place. Its…
Kayla Threet, Marketing Coordinator
April 13, 2015
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