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Wm Smith & Co.
 
 
Overview: 

Wm Smith & Co. is an event-driven, special situations, institutional research firm that utilizes 13D filings, insider buying, 13F filings, and stock buybacks to generate investment ideas. Since 1983, we have followed and studied this methodology, which provides the Company with good insight into how successful investors think.

Our goal is to provide our clients with the highest quality Independent Research and Trading services available. We act in the best interest of our clients, holding ourselves to the highest ethical standards and ensuring client confidentiality. Our clients rely upon us and we take this vested responsibility seriously.
It is our goal to know and understand the needs of our clients, as this is a prerequisite to any successful relationship. We listen to our clients, ask appropriate questions, and then respond accordingly. We invite feedback from our clients, vendors, and co-workers as we strive for continual improvement—both collectively and on an individual basis.

Our ultimate goal is making our clients money through thorough fundamental analysis. We stand ready to make investments in people, technology, and resources to assist us in meeting our clients’ needs.
Member:  FINRA
SIPC
Toll Free:  +1 800 757 1175


 
 
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