At Jas. Smith Advisors, we believe in investment performance.

We strive for return while managing volatility. We endeavor to grow an investment portfolio, then work to protect the gains.

In managing equities, we employ a conservative investment management strategy, buying primarily large-cap and mid-cap domestic equities with low annual portfolio turnover.

We look for modest valuations in companies with strong growth potential over the next five years. We search for companies that will grow steadily given the current and forecasted economic climate.

In managing fixed-income securities, we will invest according to the client’s need for income or growth. We purchase investment grade corporate and municipal bonds and US government debt instruments, adhering to a conservative policy of capital preservation and risk management.

We create and customize investment portfolios for private managed accounts-utilizing a revolutionary new style of investing called FOLIOs. An asset allocation approach is applied to model portfolios. Asset classes are chosen to fit each model then specific folios are selected to conform to the model allocation. We employ a FOLIO selection process that adheres to a long-term investment horizon.

We believe that investment returns will take care of themselves in an up market if we do our job properly. We have set ourselves apart by managing to the risk tolerance of each client during periods of market volatility.