Institutional Clients

The strategic needs of institutions are incredibly varied and complex, which makes trusted financial counsel absolutely imperative. At Wilbanks Smith & Thomas, we are pleased to have a range of institutional clients who rely on us as an objective resource—an expert to turn to when determining financial matters such as employee retirement plans and corporate portfolios.

Our professional analysts are experts at examining every alternative. Through research and innovative thinking, we can assist our institutional clients in managing both investment portfolio strategies and investment policy implementation. We offer asset allocation advice on an ongoing basis, seeking to deliver competitive risk-adjusted returns. Legal and accounting professionals are also consulted, helping to ensure all portfolios meet expectations and information is disseminated to plan participants in a timely manner.

WST is proud to serve as a sub-advisor to a number of different entities, including:

• Trust Departments
• 401(k) Plans
• Insurance Companies
• Banking Institutions

Thanks to our broad platform of investment strategies and our role as money manager for numerous institutional clients, WST professionals can provide your company with a different—and invaluable—perspective on corporate trends and issues that may affect your business.