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Smith Group Asset Management is a registered independent investment advisor specializing in equity management for a variety of clients. We build risk-controlled portfolios designed to preserve capital in market downturns and generate consistent, excess returns. Founded by Stephen S. Smith in 1995, Smith Group offers several investment strategies to fit our clients’ needs.
We are pragmatic investors who:
- Purchase domestic equities that have solid fundamentals, proven
histories of positive earnings reports and minimal risk.
- Target controlled growth and overall performance, participating
in the market’s upside while offering downside protection.
- Diversify clients’ portfolios by sector and position sizes,
restricting the number of managed assets to maximize clients’ returns.
At
Smith Group, we take a team approach to investing. Our
experienced portfolio managers use a rigorous and disciplined investment
process, which is applied to all Smith Group strategies. And our talented
professionals are dedicated to exceeding clients’ expectations for results and service.
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