Stephen Smith is a Series 65-licensed advisor at Smith Asset Management Co., LLC with three years of industry experience. Prior to joining the firm, he served three years in the U.S. Military. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, including high-net-worth clients, as well as institutional and non-individual clients such as pension plans, trusts, charities, and government entities. The firm manages approximately $280 million in assets and employs a tailored investment approach incorporating asset allocation, rebalancing, and both long-term and opportunistic trading strategies.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with five years of industry experience. He holds a Series 65 designation and has a background that includes service in the US Army and a concurrent role at Stetson University of Law. Smith Asset Management Co., LLC offers discretionary portfolio management and advisory consulting to individuals, including high-net-worth clients, as well as institutional and non-individual clients such as pension plans, trusts, and government entities. The firm employs a tailored investment process incorporating Modern Portfolio Theory, technical and fundamental analysis, and option writing, with a primary focus on fixed-income securities.