SmithReed Asset Management

SmithReed Asset Management provides senior-level leadership, experienced management, and succession planning to closely held corporations, privately held businesses, and family wealth managers. Working with your existing managers and in coordination with your outside tax & legal advisors, we develop an understanding of the fundamental metrics of your business in order to enhance profitability, reduce risk, and minimize taxes. Experienced in managing real estate, investment portfolios, and trusts we can also advise on buy/sell decisions, estate settlements, asset distributions, and tax strategies. Reach out to us for advice that is capable, confident, and accountable to you.