Smead Capital Management is a registered investment advisor headquartered in Phoenix, AZ with offices in West Conshohocken, PA and London, UK. The firm was founded in 2007. The company was formed to allow investors to benefit from long-term ownership of common stocks meeting the firm’s eight investment criteria. The firm manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions.
Our company is staffed with experienced professionals who are dedicated to excellence in the implementation of our equity philosophy and discipline. We combine that experience with passion, courage and a discerning voice for the benefit of our clients and investors.
Sales and Marketing
Associate – Sales
Whitman College, B.A. Economics
Robert works with investment advisors and wealth managers in the Eastern United States through the firm’s mutual funds and separate accounts. He is a Level I candidate in the CFA® Program.
Robert Carter is a registered representative of UMB Distribution Services, LLC.
CFA® is a registered trademark owned by the CFA Institute.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Smead Capital Management, Inc. (“SCM”) is an SEC registered investment adviser located in Phoenix, Arizona. Registered investment adviser does not imply a certain level of skill or training. SCM may only transact business in those states in which it is registered or has completed the appropriate notice-filing requirements. This website is limited to the dissemination of general information regarding SCM and SCM’s services and should not be used as the primary basis of investment decisions nor should it be construed as a solicitation or advice designed to meet the particular investment needs of any specific investor. Prospective clients should consult with a financial consultant to review their investment objectives and financial situation before determining whether any investment, security, or strategy is suitable. A copy of SCM’s Form ADV Part 2A providing information regarding SCM’s services, fees, and other important disclosure items is available is available on this website. Any opinions expressed on this site or in any SCM–authored documents are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. No information should be interpreted to state or imply that past results are an indication of future performance. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. No portion of the web site content should be interpreted as legal, accounting or tax advice. The email link on the Contact page does not generate an encrypted (secure) message. You may not link other websites to this website without the written permission of SCM. Unauthorized use of this site, or any of the material on this site without the permission of SCM, is prohibite