Founded in 1984, Smith Capital is an independent, fee-only investment management firm focused on providing the best in investment and wealth management services for individuals, trusts, foundations/endowments and businesses. Our five advisors have over 135 years of combined investment experience, making our team the advisor of choice for individuals and businesses that require sophisticated, independent investment management.
Few individuals have the experience and time to manage their investments to their maximum potential — that’s why our team handles that for you. Our dynamic staff provides financial advice that is intimately involved with our clients' current financial situations. Additionally, our team ensures constant communication by assigning two advisors and an account administrator to each client and by providing quarterly performance reports, a monthly newsletter, and an annual review of goals and objectives. Our advisors are readily accessible by e-mail, phone and face-to-face meetings because at the end of the day, our clients are our highest priority.
President & Managing Principal
Principal & Chief Investment Officer
Senior Vice President &
Years of successful financial planning
Skilled team members
Advisors per client
Plus years of combined investing experience
Our investment strategy keeps preservation of funds in highest consideration. Our advisors focus on growth potential and utilize adequate diversification, clear objectives and consistent investment tactics (rather than “timing the market”).
Throughout the process we stay fully invested. We manage growth portfolios for capital appreciation and income portfolios for producing secure income — this is how we've successfully managed our clients' investments for the past three decades and how we will continue to reach their goals in the years to come.