Our Firm
WHO WE ARE
Institutions Don’t Manage Money — People Do
For over 40 years, 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.
As a father, entrepreneur, and military veteran, Dr. Smith saw a need to bring a global viewpoint to the design, implementation, and management of the high-quality investment strategies for institutions and individuals. Today, Smith Affiliated Capital Corp. is one of the financial industry’s most trusted and valued providers of investment services.
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.
CLients we Serve
When making investment decisions as an individual or institution, you must consider your risk profile, liquidity needs, resources, time constraints, and investment horizon. Every portfolio has a liability or need to meet, and while our strategies may be different, our tailored investment process, philosophy, and service remain the same.
Let Smith Affiliated Capital help you achieve your goals and give you peace of mind.
Corporations
Insurance Companies
Hospitals and Healthcare Institutions
Retirement Communities
Family Offices
Financial Advisors
Unions
Native American Tribal Nations and their Entities
Municipal Governments
Foundations & Endowments
High-Net-Worth Individuals
