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.
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.
Strategic wealth management
- Financial planning
- Generational planning
- Portfolio management
Independent research, expert analysis
- Open architecture
- Internal & external expertise for portfolio implementation
Serving individuals, families, trusts
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.
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
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