Since 2002, SMS Capital Management has provided investment management and financial
advisory services to investors seeking to grow and preserve long-term wealth.
Investors benefiting from SMS’s services include high net worth individuals, as well as
fiduciaries and trustees of pension plans, endowments, trusts, estates and
corporations.
SMS is a Registered Investment Adviser with the State of Texas.
SMS distinguishes itself with its:
Independence
SMS is a fee-only investment management firm that maintains its objectivity
and independence by not accepting commissions or any other form of
compensation from non-client, third-party sources.
Boutique Level of Service
All clients receive highly personalized service, regardless of the size of
the account. SMS communicates with its clients on an ongoing basis
and provides useful account statements and customized reporting.
Performance
Client portfolios are constructed, monitored, and actively managed
by experienced investment professionals to achieve each client’s
stated, long-term investment goals and objectives.
Integrity
SMS is committed to conducting its affairs with the highest level of
ethical and professional standards.