Smith Shellnut Wilson

Smith Shellnut Wilson (SSW) is a registered investment adviser founded in 1995, offering discretionary and non-discretionary investment management services to various clients, including financial institutions, individuals, trusts, and business entities. The firm is a wholly owned subsidiary of b1BANK. SSW manages approximately $7.76 billion as of December 31, 2022, with a mix of domestic and foreign equities, fixed income securities, mutual funds, and exchange-traded funds in client portfolios. The firm provides financial planning and consulting services tailored to each client's financial situation, goals, and objectives. SSW also offers retirement plan advisory services to assist plan sponsors in meeting fiduciary obligations. The firm charges fees based on a percentage of assets under management, with negotiable rates depending on the size and complexity of the assets. SSW does not charge performance-based fees or engage in side-by-side management. The minimum account size is $1 million, with the discretion to waive this requirement. SSW follows a Code of Ethics, ensuring high standards of business conduct and fiduciary duty to clients. The firm utilizes fundamental, technical, and cyclical security analysis methods to develop investment strategies, emphasizing risk management and diversification. Clients are encouraged to review the firm's financial information and disclosures for a comprehensive understanding of its services and practices.