You are why we’re here.
Money is personal – so is our commitment to you.
Managing Principal Wayne Wilbanks discusses the history, values and culture of the firm he co-founded
A FIRM BUILT ON A CLIENT-FIRST FOUNDATION
SINCE ITS ESTABLISHMENT IN 1990,

Wilbanks Smith & Thomas has sought to nurture a culture of progress and innovation anchored by diligent research and tried-and-true best practice.

Over these three decades, WST has watched the money management industry grow, evolve and become focused on “one size fits all” efficiencies that benefit the money manager rather more the client. As a result, we are more confident than ever in our approach.

We know we are a more effective partner when we prioritize consultation, listening, and transparency.

What differentiates us is a focus on efficiency in execution, but an aversion to shortcuts in planning and research.

Most importantly, as markets change and market participants evolve, we are steady in our personal commitment; every member of your team at WST is a stakeholder in your daily experience as a client of our firm. We know investors face a lot of flashy options today, but we strive to be worth your investment of time and trust.

PILLARS OF OUR BUSINESS
Customized solutions
Each relationship begins with our listening to you. Your story is the cornerstone of our process and a strategy that is a tailored, thoughtful reflection of your goals, values, risk tolerance and time horizon. It is our responsibility to promote confident commitment to your long-term plan.
Disciplined approach
Market volatility can test the nerve of any investor, undermining conviction and leading to disappointing outcomes. While we can’t eliminate risk, we believe we can mitigate the emotional back and forth through a disciplined approach that focuses on both reward and risk.
Objective advice
We are grateful to have served many clients for decades and through challenging market environments. We don’t make the right call every time, but every decision upholds our sense of fiduciary duty and reflects a level of objectivity that honors the trust you place in us.
Transparent process
We believe a clearly designed plan, access to key decision makers, and goals based reporting are factors that support partnerships, nurture relationships and differentiate the experience of WST clients. Transparency is one way we honor our commitment to you.
Personal commitment
Whatever his or her role, every WST employee takes immense pride in creating and implementing
tailored solutions, advancing our mission, exceeding your service expectations, and sustaining a client-first
culture. Money is personal - so too is our commitment to you.
Organizational Structure:
WEALTH MANAGEMENT

Strategic wealth management

  • Financial planning
  • Generational planning
  • Portfolio management

Customized solutions

Independent research, expert analysis

Objective advice

  • Open architecture
  • Internal & external expertise for portfolio implementation

Serving individuals, families, trusts

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INSTITUTIONAL ADVISORY

Outsourced Chief Investment Officer (CIO) and institutional portfolio advisory

  • spending policy, liquidity requirements & IPS analysis
  • definition of long-term strategic asset allocation
  • portfolio execution

Independent research & analysis

Objective advice, accountability and availability to staff, boards, etc.

Serving institutions

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ADVISOR SOLUTIONS

Partnering with intermediaries to increase reach of wealth and capital management services

Leverage asset management capabilities to deliver customized, diversified asset class solutions for national platforms

SMA-based whole portfolio solutions, CIFs, mutual funds

Serving as sub-advisor to RIAs, brokers, advisor networks & intermediaries

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CAPITAL MANAGEMENT

ETF strategist division offering quantitative, rules-based investment solutions across equity, fixed income, alternatives, multi-asset and balanced.

Sophisticated quantitative science joins progressive portfolio design, leveraging the structural strengths of ETFs

Serving institutions, financial intermediaries, Turnkey Asset Management Programs (TAMPS), and sub-advising WSTAM mutual funds & other vehicles

www.wstcm.com

STRATEGIC ASSET ALLOCATION
Strategic asset allocation is tailored product of consultation and analysis around investment horizons, risk appetite and tolerance, goals
customize
INVESTMENT RESEARCH AND SELECTION
Rigorous research within open architecture framework, seeking to develop efficient core complemented by satellite and alternative exposures
diversify
PORTFOLIO CONSTRUCTION & EXECUTION
Portfolio structured as single managed account focused on the most cost-effictient, liquid profile achievable within strategic framework
simplify
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