History

Founded in 1988, Smith Companies, Ltd. and its affiliates now oversee a portfolio of more than seventy billion dollars of in-force life insurance policies.

Knowledge

We understand wealth – what it takes to acquire it, grow it, and ultimately pass it to provide for those we love.

Competence

Our expertise is both wide and deep. We come from many backgrounds – law, accounting, finance, investments, and economics.

Values

We act as fiduciaries, putting our clients’ interest before our own. First, it gains our clients’ trust, and second, it is the right thing to do. Integrity counts.