150 West Main Street
Suite 1700
Norfolk, VA 23510
Phone: 757.623.3676

Wilbanks Smith and Thomas
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  • About Us
    • History
    • Investment Philosophy
    • Our Clients
  • Our Team
    • Principals
      • Wayne F. Wilbanks, CFA
      • Lawrence A. Bernert, III, CFA
      • T. Carl Turnage, CFP, CTFA, AWMA
      • D. J. Kyle Elliott, CFP
      • Mark R. Warden
      • Roger H. Scheffel Jr., CPA, PFS
    • Management
      • Thomas F. McNally, CMT, CFA
      • John N. Duy, CFA, CPA
      • Theresa A. Garber
      • Shari M. Maslin
    • Analysts
      • Scott M. McCluney
      • Amie S. Baty, CFA
      • Cory J. West
      • Ellen W. Wohlford
    • Administration
    • Client Administrators
    • Portfolio Administrators
    • Trading
  • Approach
    • Asset Management Process
    • Investment Strategies
      • WST Asset Manager Strategies
      • Actively Managed Mutual Fund Portfolios
      • Passively Managed Mutual Fund Portfolios
      • Domestic Equity Portfolios
      • Tax-free Bond Portfolios
      • Taxable Bond Portfolios
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    • Individual Clients
    • Institutional Clients
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 Virginia Office
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Wayne Wilbanks on Bloomberg

The objective of our managed mutual fund strategy is to combine actively managed funds in each asset class into a portfolio that meets the objectives of the individual client. This process combines both strategic and tactical asset allocation tools. We perform ongoing quantitative and qualitative due diligence to help ensure that the funds we own continue to meet our stringent criteria.

 

Wilbanks, Smith & Thomas Asset Management, LLC . 150 West Main Street Suite 1700 . Norfolk, VA 23510 . Phone: 757-623-3676

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