Wilbanks Smith & ThomasNo two institutions have the same strategic needs. Wilbanks Smith & Thomas understands that your institution’s needs are incredibly varied and complex, and we are pleased to offer you our trusted financial counsel. WST is proud to serve as a sub-advisor to a number of different entities, including trust departments, 401(k) plans, insurance companies, and banking institutions. Our wide range of institutional clients rely on us as an objective resource; an expert to turn to when navigating financial matters such as employee retirement plans and corporate portfolios.

Our team of analysts use their expertise to approach financial situations from every angle. Through research and innovative thinking, we assist our institutional clients in managing both investment portfolio strategies and investment policy implementation. By offering asset allocation advice on an ongoing basis, we seek to deliver competitive risk-adjusted returns. We also consult legal and accounting professionals to ensure that all portfolios meet expectations and information is disseminated to plan participants in a timely manner.

With our broad platform of investment strategies and our experience acting as money manager for numerous institutional clients, WST professionals can provide your company with a different – and invaluable – perspective on corporate trends that may affect your business.

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