Client Services

Institutional Investors

Selecting an investment management firm to help secure the financial future of hundreds or thousands of employees is a critical decision, especially with the increased scrutiny surrounding the administration of retirement plans.

Smead Capital Management can make the decision easy with our passion for integrity, results and service founded on an outspoken commitment to long-term investment in quality large-cap stocks. We maintain a highly visible presence through frequent lectures and newsletters that have a very reassuring effect on investors.

Our rigorous set of criteria for screening and holding investments does not change. Our purpose is to be deliberate, confident and consistent in our actions. We take our fiduciary duty seriously, striving to provide utmost compliance, accountability and transparency.

We are readily available to meet with investment committees and other stakeholders charged with ensuring the prudent administration of employee pension funds. We will work with you to structure a customized portfolio strategy or a direct investment in our proprietary mutual fund, whichever is the best fit for your organization and its employees.

We welcome your inquiries regarding Smead Capital Management’s services and qualifications. Feel free to contact us.