Customized, Objective, Transparent.

Wilbanks Smith & ThomasWhether you have built your wealth from the ground up or have inherited an impressive portfolio, you want an experienced and stable organization to see you to the next level. Wilbanks Smith & Thomas provides the expertise and commitment to realize your long-term goals for your assets.

Our investment approach is deceptively simple—create dynamic investment solutions that address your return target, time horizon, and risk tolerance. As an independent registered investment advisory firm, we champion innovation and bring a new dimension to investing to help meet your unique needs. For nearly three decades we have applied disciplines grounded in academic theory, adopting beta investing practices to provide our clients with proven asset growth.

Our clients choose us for our trustworthy reputation and our tailored investment solutions. We want to serve as your trusted personal Chief Financial Officer. Our experts will manage and adjust your client portfolio from day to day, focusing on short-term trends as well as long-term goals. Our thorough, quantitative analysis and studious approach means we diligently seek to maximize returns within your risk tolerance. We work hard to grow your wealth—so you can focus your time and energy elsewhere.

Asset Management Process

We offer a five-step approach to customizing a portfolio designed to align with your objectives and income needs. Learn more about how we can manage your assets.

Wealth Management

Whether you seek aggressive growth, low-risk management, or an alternative investment plan to suit a fixed income, we have the knowledge and ability to determine the best investment plan for you. Learn more about the wealth management options available to you.

Mutual Funds

Through our risk-managed funds, WST Capital Management provides investors a balance of protection and growth, encouraging confident participation over the long-term. Learn more about the specialized mutual fund investment opportunities available to you.

Contact us today to speak with a member of our team for more information on our asset management services.


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