Smith Group

We use a consistent, disciplined investment approach to exceed our clients investment objectives.

Who We Are

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Smith Asset Management Group is based in Dallas, Texas and is dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. Stephen S. Smith, CFA, the firms CEO and Chief Investment Officer founded Smith Asset Management Group in 1995.

What We Do

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The firms team of experienced investment professionals all of whom possesses advanced degrees and/or hold the Chartered Financial Analyst designation, implements a repetitive, multi-step engineering approach to portfolio management. The firm takes a team approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their earnings, valuation and quality focused stock selection process will produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time.

News & Research

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Our Most Viewed Pages

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Now Playing: Welcome to Smith Group

An Introduction to our firm by CEO Steve Smith, CFA


Bill Ketterer - July 11, 2014

The ‘interrobang’ is a rarely used punctuation mark that combines the question mark (?) and exclamation mark (!) into one elegant symbol that simultaneously exp...

Watching for a Market Top

Rick Villars - July 11, 2014

As market indices bypass major milestones, talk of a market top is beginning to heat up. But are the conditions in place for a top leading to a bear market of significance?...

Market Benevolence or Calm before the Storm?

John Brim - July 11, 2014

U.S. equity markets as measured by the S&P 500 Index rose 5.2% in the second quarter and posted positive returns in each month.  Small Cap stocks did not fare as w...

Making the Cut

Rick Villars - April 25, 2014

With the annual Russell index reconstitution upcoming the discussion has begun around what stocks will qualify for which index. Looking at the expected cutoff between the R...

Big Debates

Rick Villars - April 01, 2014

Two of the biggest current market debates revolve around valuation and the impact of tapering. Tapering has caused angst for market participants, but is the apprehension ju...