Many Wall Street firms pay lip service to the investment needs of high-net-worth individuals by presenting those clients with a plain-vanilla menu of investment alternatives. The Private Client Services Group at SMH aims a lot higher. The key to our approach is access.

• Access to senior professionals who offer individual, personalized service that is impossible at larger firms.
• Access to top-rated investment analysts covering a broad range of dynamic industries and companies.
• Access to a world-class market-making operation and trading desk.
• Access to private placements, IPOs, and other deals often marketed by larger firms only to institutional clients.

Underlying the entire effort is a simple, unrelenting desire to build wealth for our clients - no matter what the size of their portfolios.

In addition to a complete selection of traditional products for our clients, such as stocks, bonds, mutual funds and insurance, we offer a comprehensive array of services including asset allocation, managed accounts and our premier account, Procash Plus, which provides checking and debit card access to your account. For more detailed information on our many unique products and services, click on the links below. To contact us or to find our nearest office, please click here Contact Us.

Equity Investing and Money Management
Our core financial advisory and investment management offerings, personally tailored to high-net-worth investors.

Private Equity Funds
A range of limited partnerships with a common theme: Opportunity.

Corporate Executive Services
Stock-option programs, retirement plans, and other strategies for corporate executives.

Equity Research
Our award-winning research team gives private clients the advice usually reserved for institutional investors.

Your Portfolio Detail Check up on the holdings in your SMH accounts.

SIA Investor Education
An online source providing answers to frequently asked questions posed by investors.

Fixed Income