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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 – 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
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
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
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
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
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
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
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