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Clients
Smith Group Asset Management manages assets for more than 70 institutions, as well as high net worth families and individuals. Institutional clients include public pension funds, corporate retirement plans, Taft-Hartley plans, foundations, endowments and health care systems. We also advise fund managers on investment strategy.
Representative Institutional Clients
Health Care
Caromont Health System
Craven Regional Healthcare
DeKalb Regional Healthcare
Infirmary Health System
Medical College of Wisconsin
Mountain States Health Alliance
St. George Community Hospital
Summa Health System
Texas Scottish Rite Hospital
Tift Regional Medical
Corporate/ERISA
American Bar Retirement Association
Continental Airlines
Harley Davidson
IDEX Corp
Salt River Project
TOTAL Finance USA
UnumProvident Insurance
Subadvisory
Accessor Group Funds
First Investors Funds
First Mercantile Trust
Managers Investment Group
Selector Funds
Wells Fargo Funds
Public Funds
Alabama Trust Fund
California Public Employees’ Retirement System
City of Winston-Salem, NC
Fairfax County, VA Water Authority
Florida Retirement System
Louisiana State Employees’ Retirement System
Teachers’ Retirement System of Louisiana
Teachers’ Retirement System of Oklahoma
Taft-Hartley
Atlanta Plumbers & Steamfitters
Carolinas Plumbers & Pipefitters
Graphic Comm. Int’l - Inter-Local Pension
Memphis Ironworkers
Minneapolis Electrical Workers
New Rochelle Service Employees
Norfolk Ironworkers
Savannah Operating Engineers
Southeastern Carpenters & Millwrights
Southern Electrical Workers
Tidewater Electrical Workers
Toledo Iron Workers
Foundations
Effie & Wofford Cain Foundation
Constantin Foundation
Easter Seals
Episcopal Foundation of Dallas
Gaston County Community Foundation
Lutheran Charities Foundation
Masonic Home and School of Texas
Burton D. Morgan Foundation
Samuel Roberts Noble Foundation
Racine, WI Community Foundation
Southern Oklahoma Memorial Foundation
United Way Foundation
Zale Foundation
Endowments
Alma College
Dallas County Community College
Oklahoma State University
St. Mark’s School of Texas
School Sisters of Notre Dame
Texas Christian University
University of Houston
Certain representative clients have been selected by Smith
Group for inclusion on this list. Performance criteria was not a factor considered
in the formation of the list, and a client's inclusion on the list does not reflect
an endorsement of our firm or the advisory services provided. |
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