Smith Group Asset Management

Smith Asset Management Group, LP is a registered investment adviser established in 1995, focusing on providing equity investment advisory services. The firm manages assets through investments in various securities, including equities and money market instruments, primarily for Public Pension Plan clients. The firm's investment objective is to outperform stock market benchmarks. Smith Group uses a team of portfolio managers to provide advisory services, utilizing a model portfolio approach to ensure consistent management. As of December 31, 2024, the firm managed over $133 million on a discretionary basis. Clients pay management fees based on the market value of their portfolios, with a maximum annual fee of 1.00% for Global Equity/International Equity accounts. Smith Group does not utilize performance-based fees and has a detailed fee structure outlined in client agreements. The firm acts as a fiduciary, providing investment discretion to clients, and follows a growth-oriented investment strategy using quantitative and qualitative analysis to identify high-quality companies. Clients receive comprehensive portfolio performance reports quarterly. Smith Group's professionals, including Stephen S. Smith, John D. Brim, Christopher Zogg, William Ketterer, Eivind Olsen, and Stephanie Jones, have diverse financial backgrounds and are committed to providing transparent and ethical investment services. The firm has a detailed Proxy Voting Policy in place to ensure voting in the best interest of clients and maintains strict privacy policies to protect clients' personal information.