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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
CarolinaEast Medical Center
St. George Community Hospital
Corporate/ERISA
Harley Davidson
IDEX Corp
Salt River Project
TOTAL Finance USA
Subadvisory
Accessor Group Funds
First Investors Funds
First Mercantile Trust
Managers Investment Group
Wells Fargo Funds
Public Funds
Alabama Trust Fund
Fairfax County, VA Water Authority
Florida Retirement System
Taft-Hartley
Atlanta Plumbers & Steamfitters
Idaho Operating Engineers
Minneapolis Electrical Workers
San Mateo County Electrical Construction
Foundations
Effie & Wofford Cain Foundation
Cal Farley’s Boys Ranch Foundation
Samuel Roberts Noble Foundation
Southern Oklahoma Memorial Foundation
Zale Foundation
Endowments
Texas Christian University
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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