Smith, Graham & Co. Investment Advisors, L.P. ("Smith Graham") is an SEC-registered investment advisory firm. Since 1990, we have proudly provided institutional clients with asset management services. Smith Graham specializes in managing fixed income and equity assets. We define success by delivering consistent value-added performance to our clients.
We believe that uncompromising integrity in investing is essential in promoting a better future, not just for clients, but for future generations.
People: We seek professionals from all areas of the investment industry that bring unique perspectives to our team. We believe our people are the first cornerstone of our success.
Philosophy: Our philosophy has not changed since the founding of Smith Graham 25 years ago. We continue to believe that a focus on relative value, with tight risk controls and risk management, will result in value-added performance over time.
Process: Our investment processes also exemplify our belief system. We focus on transparent, risk controlled processes that are repeatable in a variety of market and/or interest rate cycles. Smith Graham takes a proactive approach to risk management for the assets that our clients have entrusted to our care. We monitor portfolios on a daily, weekly, and monthly basis to ensure they remain within stated risk guidelines and adhere to our investment philosophy.
Performance: The first three cornerstones culminate in our goal to provide value-added performance over full market cycles.
We view the client relationship as a partnership and, as such, strive to maintain a high level of responsiveness and awareness of our clients' specific objectives. Further, we see ourselves as an extension of our clients' operations and seek to provide depth and breadth though our investment management and client service teams.
Smith Graham manages approximately $6 billion in assets for a broadly diversified, institutional client base including public funds, corporations, endowments, and Taft-Hartley plans.