Smith Graham

The goal of our fixed-income strategies is to deliver excess returns net of fees relative to client benchmarks. Portfolio managers work closely with investors to identify desired sector exposure and portfolio duration. Closely following these parameters, with a clear focus on downside risk, we identify economic fundamentals and market conditions that provide us an edge in delivering risk-adjusted returns.

The firm's management team is focused on achieving our vision of uncompromising integrity in asset management while preserving and growing our clients' assets. This is our guiding operational principle. We believe this is only achievable by doing the small things right, from every step of due diligence to ensuring our interests and investments are aligned with those of our clients.

Operating in our Houston and New York offices, our Fixed Income team is comprised of experienced and disciplined individuals who each bring a unique background to debt investing. They are experts in various income-generating strategies and associated risks, relying on leading industry operations, technology, and infrastructure to deliver consistent, low volatile returns across all stages of the market cycle.

The Equity Investment Team, based in New York City, manages its client portfolios using a clearly defined, highly disciplined, investment process. This investment thesis and process was created 25 years ago by Senior Portfolio Manager, Bill Charcalis and has been consistently utilized throughout its history.

At SGIA, we take tremendous pride in being a relationship-driven firm. We believe being responsive to the needs of our clients and their consultants has been vital to our success. Through our "Partnership Perspective, " we see ourselves as an extension of our clients' staff--working together to structure a program that meets their specific reporting and communication needs.