Smithbridge Asset Management, Inc.
5 Christy Drive
Suite 206
Chadds Ford, PA 19317
Our Firm
Smithbridge Asset Management (“Smithbridge”) is an independent registered investment advisor founded in 1996 to provide expert investment management and personalized service to individuals and institutions.
The principals of Smithbridge have over 70 years of combined experience in investment research, portfolio management and securities administration. We are independent and all investment decisions and strategies are executed in the best interests of our clients. We further believe that clients should have direct access to the people managing their accounts.
Regular meetings are encouraged and clients receive detailed reports and analysis of their portfolio investments.
Our Philosophy
Smithbridge is a conservative manager of stocks, bonds, ETFs, and mutual funds and believes in controlling risk through holding diversified portfolios of high quality securities. In managing equities, Smithbridge believes that discipline and continuity are the key to producing good long-term investment results.
The same process of stock evaluation is always used and relies heavily on fundamental analysis.
Smithbridge invests in equities that show above average growth, profitability and financial strength. In addition, careful attention is paid to the price of the stock in relation to its individual financial characteristics as well as compared to the overall market.
Investment Process
The process used at Smithbridge has been utilized by the firm’s investment professionals for over 20 years.
Securities are screened for financial strength and stability and subjected to a proprietary ranking system that evaluates stocks based on growth, profitability, intrinsic value, financial strength, management depth and performance. High ranking stocks are then reviewed by the portfolio managers on a fundamental basis. The end result is a portfolio of 25 to 30 stocks that has better growth and profitability characteristics than the market with a comparable or lower P/E ratio. Holdings are continuously monitored and are eliminated when they no longer meet the fundamental financial criteria for owning them.
Smithbridge also manages bonds for clients in both separate accounts as well as part of a balanced account strategy.
Bonds are utilized to provide income and stability in client accounts. Fixed income securities are subjected to a thorough credit analysis and individual bonds are purchased in accordance with individual client’s goals and tax circumstances.
For clients desiring additional exposure to other asset classes Smithbridge will utilize ETFs and mutual funds to meet client guidelines
Our Services
We conduct a thorough review with each client to determine goals and guidelines as well as risk tolerances. An asset allocation is developed and the portfolio is constructed accordingly.
We offer the following types of portfolios:
- Stock only
- Balanced – Stocks/Bonds
- Bonds
- Mutual Funds/ETFs
- Tax –efficient strategies
Since inception Smithbridge’s investment results have outperformed the relevant benchmarks as well as the results of comparable managers. In addition, we have been recognized by a leading publication for our tax efficiency in managing client accounts.
Our Goal
Our goal is deliver outstanding investment results and service to our clients and create long-lasting relationships by putting the interests of our clients first.
Please be aware that Smithbridge Asset Management, Inc. has a portfolio minimum of $250,000 to accept inquiries through this directory.
