Mission

Celebrating 25 years of finding unexpected growth

Our Mission

Smith Group exists to provide high-quality investment management services to institutional and high-net-worth clients. As a specialist firm in an industry dominated by large asset management companies, our goal is to deliver both exceptional client service and superior risk-adjusted returns over a full market cycle.

Vision

With a team of highly skilled professionals sharing similar values and complementary skills, Smith Group focuses on making investment decisions where we have established expertise, while minimizing the impact where we do not. We are passionate in our commitment to continuous improvement in the efficiency and effectiveness of our investment decisions and in the delivery of client service. Alignment with the firm and our clients is paramount and accomplished via broad-based employee ownership.