Portfolio Types

In order to effectively carry out our strategic and active portfolio management strategies, we design and manage model portfolios that encompass an array of risk/return objectives.  These include the three portfolios that comprise our Core Wealth Steward Models, as well as the Tactical ETF portfolio and the Opportunistic Equity portfolio.  The Core Wealth Steward Model portfolios are designed to target various investment objectives of our clients who look to Smith Capital to provide comprehensive wealth stewardship for the majority of their portfolios.

The Tactical ETF and Opportunistic Equity portfolios are periodically implemented as sub-set strategies within the context of of Smith Capital clients’ overall wealth steward portfolios and mandates.  Additionally, these portfolio strategies are managed as pure single mandates for select individual and institutional clients.

Links to a full description of each of the Smith Capital model portfolios are displayed to the left.