Sendero

Sendero Serving clients with the purpose of guiding and navigating their financial futures.
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06/15/2026

We’re back with the next Q&A video featuring FMI!
Today’s topic: Small Caps.

Stay tuned for more Q&A next week!

06/08/2026

Behind every financial goal is something far more personal: a family to protect, a dream to pursue, a future taking shape.

At Sendero, that’s always been our why: people. The people we serve, and the people who show up each day ready to listen, focused on building lasting relationships, and guiding clients through life’s biggest milestones with clarity, care, and trust.

We’re honored to walk alongside you every step, every season, every decision.

06/05/2026

Our next Q&A video with FMI is available now! Discover FMI’s approach and what they look for when choosing who to invest with.

Stay tuned for more Q&A next week!

SpaceX has publicly filed for an IPO, setting up what is expected to be the largest IPO in history. SpaceX is expected t...
05/29/2026

SpaceX has publicly filed for an IPO, setting up what is expected to be the largest IPO in history. SpaceX is expected to go public in late June at an estimated valuation between $1.75 and $2 trillion. Here are the 5 things every investor should want to understand before it happens, including what it could mean if you own index funds.

Swipe through for the breakdown. Save this post for reference.

Join us in celebrating several recent work anniversaries! Our clients benefit from the experience, care, and commitment ...
05/28/2026

Join us in celebrating several recent work anniversaries! Our clients benefit from the experience, care, and commitment these team members bring every day.

We’re grateful to have each of you as part of the Sendero® team!

Memorial Day is a time to remember those who gave their lives in service to our nation. We’re honored to share reflectio...
05/25/2026

Memorial Day is a time to remember those who gave their lives in service to our nation. We’re honored to share reflections from two Sendero team members who served, Fred Middleton and Codey Flickinger, offering a personal perspective on the meaning of remembrance. Swipe to see read their reflections.

05/24/2026

Registration is now open for our 3rd annual Financial Literacy Bootcamp!

Built for high school and college students, this program is designed to provide engaging, hands-on learning experiences that make personal finance both practical and fun.

Scan the QR code at the end of the video or email [email protected] to register!

05/22/2026

Meet one of our asset managers, Fiduciary Management, Inc. (FMI), an independent money management firm based in Milwaukee. We sat down with FMI’s Partner | Senior Analyst, Robert M. Helf for a Q&A on some of today’s trending themes.

Discover more about Robert and FMI’s background in this video and stay tuned for an engaging Q&A series with FMI, beginning!

05/20/2026

Thank you to everyone who joined us for tonight’s Mix & Mingle event hosted through Sendero’s Women’s Initiative. It was a wonderful evening filled with meaningful conversations, new connections, and community.

Events like these are a reminder of the value of bringing people together to share experiences, build relationships, and support one another.

We appreciate everyone who joined us and look forward to future gatherings together.

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250 W. Nottingham Suite 300B
San Antonio, TX
78209

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+12108050171

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