Investment Management

A portfolio built with personal attention.

We believe your portfolio should be like a financial fingerprint, uniquely reflecting your financial situation and goals. Considering your comfort levels with investment vehicles and risk, we apply our acumen and strategic thinking to calibrate a portfolio that creates value for you.

A key to future returns and risk control is recognizing undervalued asset classes, investing in them when they are out of favor and trimming back when they are at high valuations. This philosophy is in direct contrast to the momentum approach followed by many investors of buying securities after they have already become popular and expensive.

In addition to diversification and our somewhat contrarian style, our investment approach emphasizes tax awareness and fee sensitivity. Addressing tax ramifications of investment decisions throughout the year provides a level of comfort and assurance for you which can be hard to find with large institutional investment firms.

Investment decisions are made by the Investment Policy Committee of Smith and Howard Wealth Management, not a “home office” on Wall Street, and are communicated in a timely, easy-to-understand way. And best of all? We don’t sell products, which means portfolios are always managed with your best interests at heart.

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