Our Services

Financial Institution Channel

  • Investment Portfolio Management
  • Asset Liability Management
  • Regulatory Compliance
  • Contingency Funding Planning
  • Contingency Capital Planning
  • Impairment Testing
  • Municipal Credit Analysis
  • Corporate Credit Analysis

Institutional Channel

  • Investment Portfolio Management
  • Cash Management
  • Enhanced-Indexing Platform
  • Investment Policy Design

Wealth Management Channel

  • Portfolio Management
  • Alternative Investment Strategies
  • Core / Satellite Platform

Retirement Plan Channel

  • 401ks
  • IRAs
  • Pension Funds

Consulting Channel

  • Manager of Managers

Smith Shellnut Wilson, LLC • SEC Registered Investment Advisor
150 Fountains Blvd, Suite A • Madison, MS 39110 • 601-605-1776 • toll-free 800-700-1776 • fax 601-605-1710