Smith Asset Management Co., LLC

Stephen Smith is a financial advisor at Smith Asset Management Co., LLC with a Series 65 designation and three years of experience. Prior to joining his current firm, he served in the U.S. Military from 2020 to 2023. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes customized portfolios focused on preferred stocks and corporate bonds, employing multiple analytic approaches tailored to client objectives and risk tolerance.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with 20 years of industry experience. He holds a Series 65 designation and has been affiliated with Barry University School of Law since 2003. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm constructs customized portfolios emphasizing preferred stocks and corporate bonds, utilizing a variety of analytic approaches tailored to client needs.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with four years of industry experience. He holds a Series 65 designation and has served in the US Army from 2015 to 2020. Since 2020, he has also been affiliated with Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm customizes portfolios emphasizing preferred stocks and corporate bonds, employing a combination of fundamental and technical analysis, cyclical analysis, modern portfolio theory, and option writing tailored to client needs.