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Investment Process

STA Wealth Management’s process is rigorous, repeatable, and transparent, featuring a research-driven approach created to advance two primary investment portfolio goals: superior returns and below-average volatility.

Our investment committee selects investments using a disciplined, thorough screening process, by weighing each position within the portfolio model relative to its specific purpose, risk, and potential return metrics. Once selections are made, the portfolio and every position within it are regularly and meticulously monitored, reallocated, and sold as necessary to maximize gains, reduce risk, and protect the underlying investment capital.

Contact STA

Thank you for your interest in STA Wealth Management!

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024



Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478



Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380




For directions to our Houston office, click here.