Smith Shellnut Wilson - Investment Advisers

About Smith Shellnut Wilson

Smith Shellnut Wilson is a registered investment adviser based in Ridgeland, one of the investment advisers in Mississippi serving individuals, corporations, foundations, and financial institutions. The firm manages $6.92 billion in regulatory assets with a team of 16 professionals. Its services include portfolio management, investment counsel, asset-liability management, cash management, and investment policy design. The firm prioritizes client relationships and investment performance over transaction volume. Its value-oriented philosophy focuses on identifying opportunities through rigorous analysis of economic fundamentals, market cycles, and areas where prices may have diverged from intrinsic value. Portfolio management follows a structured process: developing a customized strategy aligned with client objectives and risk tolerance, executing trades efficiently, providing regular communication, and conducting periodic reviews of results. Personal administration by firm principals ensures each client receives customized oversight and consistent communication. The firm provides detailed reporting on portfolio holdings, income, and performance, reflecting its commitment to transparency and straightforward service. This approach emphasizes tangible results of disciplined investing over market speculation.

Key Facts

Assets Under Management

$6.92B

Employees

16

SEC File Number

801-49071