Smith W B & Co Inc

Overview

Smith W B & Co Inc is a small, long‑standing advisory firm formed in 1987 that presents itself as an owner‑managed corporation serving institutional clients while registering advisory activities for portfolio management of individuals and small businesses. The firm’s investment posture is firmly fixed‑income oriented: its filings show a strong tilt toward U.S. government securities and separately managed accounts built around capital preservation and income. Fee arrangements include a percentage‑of‑AUM component alongside hourly and fixed fees, and the firm does not report active ESG integration or multi‑state advisory operations. Smith W B & Co Inc does not list itself as a capital allocator or pension consultant.

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Location & Offices