In keeping with our goal of unrivaled client service, Smead Capital Management takes care of the entire investment process for our private clients. This includes the following:
Stock Selection After talking with you to understand your personal financial goals, we build a portfolio of strong companies based on our Eight Criteria for screening stocks. Trade Execution We strive to handle all trades in a timely and accurate manner. Portfolio Management In accordance with the Smead Capital Management Investment Philosophy of buying and holding stock in quality companies, we believe our approach to portfolio management is efficient and deliberate. We strive to buy and sell securities at a favorable price based on each individual company’s profile. Our fees are based on a percentage of your total assets under management. Our sole interest is to increase the value of your portfolio, so we can focus on picking successful investments and letting them grow. Communication and Education Among the valuable benefits Smead Capital Management clients receive are the unique and frequent market perspectives offered by our newsletters, lectures and annual portfolio review meetings. Few investment professionals share our ability to demystify the stock market by explaining market activity in terms that people can understand and embrace. The mission of Smead Capital Management is to inspire investors to profit from their perseverance.
Newsletters, Missives and Roadshows