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Smith Affiliated Capital
A Shared Trust
Since 1982, Smith Affiliated Capital (SAC) has tailored separately
managed portfolios to safeguard the assets of our clients and the organizations
and funds to which they are entrusted. Our commitment to growing and preserving
capital on behalf of our clients is as unwavering today as it was under the
market conditions over 25 years ago -- contributing to their well-being and
the protection of our clients’ hard-earned quality of life.
Investment Advice as Unique as Your Tribe
SAC has achieved more than
a quarter-century of proven success in financial management services.
Our custom-tailored investment strategies are managed with each individual
client’s unique liabilities and investment goals in mind. All of
our strategies involve growing investment assets, preserving capital,
and providing stable income with high quality securities. Our client
evaluation starts with a full asset/liability assessment, taking into
account one-of-a-kind objectives, goals, liabilities, and risk profiles
before building an investment plan and customizing a portfolio that matches
each client’s individual financial needs.
Our Four-Step Process
1) In-Depth Educational Discovery Process: Our
holistic approach takes all of each client’s assets into consideration
and helps to better define client objectives.
2) A Targeted Strategy:
Next, we formulate an investment strategy and begin building the client’s
portfolio.
3) Real-Time Communication: Investment executives and portfolio
managers are readily available to review the client’s investment
portfolio(s), SAC’s view on the economy, current market risks,
or developing opportunities that can impact the client’s investment
strategy. We believe in an “open-door” policy of communication
that encourages a higher level of transparency, professionalism, and
trust.
4) Investment Review: Upon completion, SAC breaks down each portfolio,
analyzing which maturities, sectors, and industries add value to the
mandated policy guidelines and relative benchmark.
Why Choose SAC?
Smith Affiliated Capital founded in 1982, is an independently
owned New York-based, registered investment adviser specializing in building
and actively managing customized fixed income and “equity enhanced” fixed
income investment portfolios. SAC is a fiduciary, offering holistic investment
management strategies for institutions and high-net-worth individuals.
Our investment methodology stresses current income, capital preservation,
liquidity and diversification – all of which provide consistent
positive performance over the long term.
For More Information:
Robert G. Smith, Ph.D.
Chairman
Smith Affiliated
Capital
800 Third Avenue, 12th Floor
New York, NY 10022
212-644-9440
rgs@smithcapital.com
Matthew Smith
President & CIO
Smith Affiliated Capital
800 Third Avenue,
12th Floor
New York, NY 10022
212-644-9440
msmith@smithcapital.com
Jennifer Kusa
Marketing Associate
Smith Affiliated Capital
800 Third Avenue,
12th Floor
New York, NY 10022
646-825-2118
jkusa@smithcapital.com
Please contact Christina or Jim if you would like to become a member of NAFOA