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Sendero Wealth Management Careers in San Antonio, TX

Sendero Wealth Management
  • Founded

    2008

  • No. of Employees

    11-50 employees

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Sendero Wealth Management

Sendero Wealth Management offers customized investment strategies to help our clients preserve and grow wealth responsibly. Our advisory services include asset allocation, manager selection and sophisticated investment oversight for clients with $5 million or more in assets. We develop and implement investment strategies based on a client's entire financial situation, not just their managed securities. We use an open architecture manager selection process to provide a truly unbiased selection of both traditional and alternative investment managers. We are a privately-owned, independent firm with deep family values and a passion for personalized service. Specialties We are a "stay wealthy" investment advisory firm with a mission to help our clients grow their wealth responsibly and to move family legacies forward for future generations., Trust, Honor, Respect, Service, Family

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