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Culture

Great firms are built by great people

“Bringing together great people in the pursuit of investment excellence”

Our Core Values

Discipline
Discipline is not merely self-control or rigid adherence to rules, but a means of cultivating purpose, mastery, and excellence. We use discipline to focus our skills and experience to create a culture of excellence and optimal investment outcomes for our clients.
Integrity
Integrity means maintaining consistency in character, both privately and publicly. Integrity is the cornerstone of trust, which we know takes years to build and seconds to lose. We believe in being courageous by staying true to one’s values, and in doing so, we build an environment of authenticity that benefits ourselves, our loved ones, and our clients.
Character
Character consists of the inner qualities that influence how we face challenges, connect with others, and pursue our greatest potential. We believe that living with character requires aligning our actions with our values, even when it is difficult. In doing so, we will always strive to do the right thing for our clients.
Empathy
Empathy is connecting deeply with others through stepping into someone else’s experience. We believe that empathy is the bridge that helps us discern how to meet the needs of those around us, whether our clients, our community, or our loved ones, in extraordinary ways and serve them uniquely and powerfully.
Service
Serving others is how we demonstrate empathy, care, and compassion, and it reflects our willingness to prioritize the needs of others over our own. We believe that service requires great humility and is the foundation of creating a community and world that is better than when we found it.
Discipline
Discipline is not merely self-control or rigid adherence to rules, but a means of cultivating purpose, mastery, and excellence. We use discipline to focus our skills and experience to create a culture of excellence and optimal investment outcomes for our clients.
Integrity
Integrity means maintaining consistency in character, both privately and publicly. Integrity is the cornerstone of trust, which we know takes years to build and seconds to lose. We believe in being courageous by staying true to one’s values, and in doing so, we build an environment of authenticity that benefits ourselves, our loved ones, and our clients.
Character
Character consists of the inner qualities that influence how we face challenges, connect with others, and pursue our greatest potential. We believe that living with character requires aligning our actions with our values, even when it is difficult. In doing so, we will always strive to do the right thing for our clients.
Empathy
Empathy is connecting deeply with others through stepping into someone else’s experience. We believe that empathy is the bridge that helps us discern how to meet the needs of those around us, whether our clients, our community, or our loved ones, in extraordinary ways and serve them uniquely and powerfully.
Service
Serving others is how we demonstrate empathy, care, and compassion, and it reflects our willingness to prioritize the needs of others over our own. We believe that service requires great humility and is the foundation of creating a community and world that is better than when we found it.

“Surround yourself with great people and you will be great. Be very conscious of the company you keep as they will reflect your character.”

– Jane Ross Smith

We believe in...

… the right investment culture and process can achieve exceptional results in both performance and service.

… active portfolio management. There is a strong need in the marketplace for an authentic, transparent, back-to-basics approach to managing money.

… building a purpose-based investment firm that will stand the test of time.

… that relationships and partnerships are among the most important components of a successful life.

… creating a culture that changes and improves the lives of the people we work with. People make all the difference.

info@smithcapitalinvestors.com
303-597-5555
1-833-577-6484 (toll-free)

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This website is for informational purposes only and no statement is to be construed as an offer to sell or a solicitation to buy any security, investment product or service. Smith Capital Investors, LLC (the “Firm”) does not intend for the information on the website to be investment advice and should not be relied upon to make an investment decision. The Firm is an investment adviser registered with the U.S. Securities and Exchange Commission. Investing involves risk, including the potential loss of principal, and the profitability of any particular investment strategy cannot be guaranteed. For information pertaining to the registration status of the Firm, please refer to the Investment Adviser Public Disclosure website, operated by the U.S. Securities and Exchange Commission, at adviserinfo.sec.gov which contains the most recent versions of the Firm’s Form ADV disclosure. adviserinfo.sec.gov which contains the most recent versions of the Firm’s Form ADV disclosure. IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators.