OUR FIRM
Who We Are
Boutique Attention,Institutional Expertise
Since 1982, Smith Affiliated Capital (SAC) has helped clients reach their financial goals by building quality portfolios that embody transparency, liquidity, and stability. Our firm was founded based on these principles by Dr. Robert G. Smith, an academic and influential political economist who applied the fundamentals of macroeconomics, quantitative thinking, and sound fundamental research to the development of separate account portfolio management.
Integrity, Commitment, and Pride
As an independent registered investment advisor (RIA), Smith Affiliated Capital helps individuals and institutions achieve their financial goals by emphasizing long-term relationships and conducting business as not simply another advisor, but a trusted partner.
Value-Based Service
We are committed to delivering a return on your investment by providing unbiased guidance and personalized attention.
Independent
Independent ownership means more objectivity and opportunities to align our interests with yours. Our compensation is directly correlated with the success and growth of your investments.
Fiduciary Duty
We commit to the highest standards of fiduciary responsibility, professionalism, loyalty, and trust.
Experience
We are a team of experienced investment professionals devoted to building long-standing relationships. Our passion is focused on delivering exceptional client experiences.
Active Management
We actively manage portfolios using a total return approach that seeks to optimize investment holdings to manage risk and return to fulfill each client’s financial goals.
Our Team
Our investment team, led by our CEO, Maria Smith, shares the same core values that our firm was founded on: a passion for our business and an unyielding commitment to client service. We are dedicated to the financial well-being of our clients, which has rewarded our firm with long-standing client relationships built on trust and confidence.