SMITH & HOWARD WEALTH Overview
Smith & Howard Wealth Management Llc is an investment advisor that manages 555.1 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 12/31/22. The fund's latest filing disclosed 262MM in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/22. The fund's latest filing disclosed 262MM in positions, representing 47% of the manager's regulatory AUM.
SMITH & HOWARD WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SMITH & HOWARD WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 13.64% | ETF | 3.84% | -0.08% | 0 | 16% | ||
| IEFA | 9.47% | ETF | 3.52% | -0.02% | 0 | 5% | ||
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FEATURED IN
SMITH & HOWARD WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael R. Dewitt | Member/Chief Compliance Officer | January-2007 |
SMITH & HOWARD WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SMITH & HOWARD WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
In accordance with the Investment Planǡ SHWM will primarily invest client accounts in mutual funds and ETFsǤ To a more limited degreeǡ SHWM may also invest in individual equities and standard fixed income securitiesǡ such as municipal bondsǡ corporate debt securitiesǡ commercial paperǡ and certificates of depositǤ From time to timeǡ one or more separate account managers may be selected to manage all or a portion of a clientǯs portfolioǤ The investment goalsǡ investment horion and the risk tolerance unique to each client will determine the allocation among these security typesǤ
Mutual funds and ETFs are generally evaluated and selected based on a variety of factorsǡ includingǡ without limitationǡ past performanceǡ fee structureǡ portfolio managerǡ fund sponsorǡ overall ratings for safety and returnsǡ and other factorsǤ
In selecting individual stocks ...
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Methods of Analysis
In accordance with the Investment Planǡ SHWM will primarily invest client accounts in mutual funds and ETFsǤ To a more limited degreeǡ SHWM may also invest in individual equities and standard fixed income securitiesǡ such as municipal bondsǡ corporate debt securitiesǡ commercial paperǡ and certificates of depositǤ From time to timeǡ one or more separate account managers may be selected to manage all or a portion of a clientǯs portfolioǤ The investment goalsǡ investment horion and the risk tolerance unique to each client will determine the allocation among these security typesǤ
Mutual funds and ETFs are generally evaluated and selected based on a variety of factorsǡ includingǡ without limitationǡ past performanceǡ fee structureǡ portfolio managerǡ fund sponsorǡ overall ratings for safety and returnsǡ and other factorsǤ
In selecting individual stocks ...
Unlock Full Investment Process Description
SMITH & HOWARD WEALTH Portfolio Concentration
SMITH & HOWARD WEALTH Location
271 17TH STREET NW
SUITE 1600
ATLANTA, Georgia
UNITED STATES, 30363
SUITE 1600
ATLANTA, Georgia
UNITED STATES, 30363
SMITH & HOWARD WEALTH Contact Information
Phone Number: 404-874-6244
Fax Number: 404-874-1658
Website: http://www.smithhowardwealth.com
Fax Number: 404-874-1658
Website: http://www.smithhowardwealth.com
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