Wilbanks, Smith & Thomas Asset Management, LLC757-623-3676
CLOSED NOW - Opens at 8:00am
CLOSED NOW - Opens at 8:00am
150 W Main St Ste 1700, Norfolk, VA 23510
150 W Main St Ste 1700, Norfolk, VA 23510
Website
EmailWilbanks, Smith & Thomas Asset Management, Llc is a financial investment advisory firm headquartered in Norfolk, Virginia. The firm manages 2,797 accounts totaling an estimated $1.78 Billion of assets under management. Wilbanks, Smith & Thomas Asset Management, Llc's 25 employees help advise 100+ clients.
More Business Info
- Hours
- Regular Hours
Mon - Fri: - Services/Products
- Markets change. Client goals change. But at Wilbanks Smith & Thomas, the unparalleled quality of our financial advice remains constant. We believe that all clients—whether individual or institutional—share a need for disciplined, fundamentally sound financial counsel from an advisor they truly trust. Our client base is as diverse as the portfolios we create. Individual clients come from a variety of backgrounds and lifestyles, with unique and challenging needs to meet. Our organizational clients represent a broad cross-section of the marketplace, and require strategic advice ranging from employee retirement plans to asset allocation and the creation of a corporate portfolio. Every client is unique. Our success—and the success of our clients—is driven by our ability to craft sophisticated and straightforward investment strategies specifically tailored to individual needs. We offer: Asset management Wealth management Investment management Fund management Investment advisors Investment portfolio management Personalized investment strategy Personal wealth management Institutional funds management Financial planning firm Financial advisor Investment advisors Fund manager Fiduciary Dynamic Asset Allocation Dynamic Total Return Index funds Dynamic strategies Buy and hold strategies Dimensional Funds, and others Investment Philosophy: Diversified. Dynamic. Disciplined. The Wilbanks Smith & Thomas investment approach is deceptively simple—create dynamic investment solutions that address your return target, time horizon and risk tolerance. As an independent registered investment advisory firm, we champion innovation and bring a new dimension to investing to help meet your unique needs. We’re here to serve as your trusted personal Chief Financial Officer. Our experts will manage and adjust your client portfolio from day to day, focusing on short-term trends as well as long-term goals. Our thorough quantitative analysis and academic approach means we diligently seek to maximize returns within your risk tolerance. We work hard to grow your wealth—so you can focus your time and energy elsewhere.
- Location
- We are located downtown Norfolk, Virginia. We also have two satellite offices in Raleigh, North Carolina.
- Neighborhood
- Downtown Norfolk
- Other Link
- Category
- Investment Management