About Company
Smith Shellnut Wilson is a fee-only, registered investment adviser, specializing in investment management for banks, foundations, corporations and individuals.
Smith Shellnut Wilson offers its clients a unique combination of skilled investment management and unremitting client service. Smith Shellnut Wilson is dedicated to the premise that client relationships and performance, not transactions, are the ultimate goals.
SEC Registered Investment Adviser
“We believe in hard work, not crystal balls.”
Smith Shellnut Wilson consistently adheres to a value oriented investment philosophy. The Company believes in paying attention to time honored economic and investment fundamentals as opposed to frills and fads; and believes that markets are efficient, guided by a basic trade-off between risk and reward. Smith Shellnut Wilson further believes that identifying strategies and securities with superior relative value is the product of diligence, experience, and expertise.
Smith Shellnut Wilson searches for relative value where opportunities have been overlooked, where over-reaction to certain events has created opportunity, and where innovation has led to opportunity. Smith Shellnut Wilson identifies absolute value through its proprietary forecasting models. Markets are cyclical, providing significant opportunity infrequently. Identifying and capturing trends based on historical keys adds significant value for the clients of Smith Shellnut Wilson. The Company constantly monitors both equity and fixed income markets to determine appropriate entry and exit points. Once value has been identified, the Company believes in moving cautiously, but swiftly. Markets self correct, always limiting access to windows of opportunity
“Clients are better served by investment managers adept at hitting singles consistently than by those tempted to swing for the fences”
- Step 1: Develop a proprietary strategy.
- Step 2: Execute the plan.
- Step 3: Communicate regularly
- Step 4: Review, measure and refine.