Since 1982, Smith Affiliated Capital has been providing individuals and institutions with a unique level of expertise and service that has made us a valued and trusted Registered Investment Advisor amongst our clients and peers. We specialize in addressing the complex financial planning needs of corporations, endowments, healthcare institutions, insurance companies, public and private pension funds, wealthy individuals and their families. Our goals are clear: to fully understand the needs of each client; to construct a strategy that best addresses each client's unique financial situation under the current market conditions; and to deliver and execute a high quality, separately managed portfolio that will provide tailored solutions to match each client's liquidity and income needs, risk constraints and, most importantly, an understanding of their marginal tax rate to maximize total return.
As an independently owned Registered Investment Advisor for almost 30 years, SAC has provided clients with four distinct boutique-style benefits:
GREATER INDEPENDENCE - Private ownership offers organizational continuity and stability for our clients. We are neither owned by nor part of any Wall Street broker-dealer or investment bank that sells 'off-the-shelf' in-house products and services to clients. A thorough assessment of client liabilities, taxes, risk tolerance, liquidity and income requirements allows us to construct and tailor each separate account portfolio, for which we employ numerous investment strategies.
INTERESTS ALIGNED WITH YOURS - Engaged exclusively in the asset management business, our firm's only form of compensation is based solely on the growth and success of our client's managed assets. There is no 'star system' at SAC. Professional staff is rewarded through bonuses and competitive salaries for the combined efforts of a team approach to investing client assets.
ACCOUNTABILITY & INTEGRITY - The entrepreneurial spirit of America to provide old-fashioned quality is our mission. SAC is registered with the SEC and regulated by the Investment Advisers Act of 1940. We have the fiduciary responsibility to always act in the best interests of our clients. The acid test of any firm's integrity is its Form ADV, and SAC's is spotless. We are an all-cash buyer, employing no soft dollars, leveraging techniques, or derivatives. SAC claims compliance with the Global Investment Performance Standards (GIPS®).
EXPERIENCE - SAC's senior investment professionals bring over 155 years of combined proven experience and the support of highly skilled analysts and information technology specialists to every client relationship.