Institutions and Endowments

An investment committee's primary concern is to protect and preserve the endowment through the use of a properly drafted Investment Policy Statement.  Having a built-in infrastructure to support an investment committee's needs, Smith Financial Corporation can be a reliable resource.  Below are examples of our areas of services:

  • RFP assistance
  • Investment Policy Statement drafting assistance
  • Spending policy assistance
  • Asset allocation monitoring
  • Performance reporting
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck