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ANDREW H. SMITH

Chief Investment Officer
Founding Partner

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Andrew Smith is the Co-Founder and Chief Investment Officer at Delos Private Client Group. As CIO, Andrew oversees investment strategy, wealth management best practices, economic analysis, and asset allocation recommendations for individuals, corporations, and institutional investors.

 

Andrew has more than 13 years of experience in the investment management industry, with expertise in implementing investment solutions for ultra-high-net-worth individuals and families, endowments and foundations, and family offices. His experience includes developing quantitative models focused on multi-asset macro investment strategies, risk-based portfolio analytics, and goals-based portfolio construction.

 

Prior to his current role, Andrew served as a Senior Investment Analyst for Bank of Texas, a subsidiary of BOKF, where he provided personalized investment and trading insights to prospective and existing clients. Before joining BOKF, he served as a Senior Associate at The Northern Trust Company.

 

Andrew holds a Bachelor of Science in Economics and Finance from Southern Methodist University.

INVESTOR RELATIONS

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Form ADV Part 2A

Form ADV Part 2B

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Delos Private Client Group, LLC (“Delos PCG”) is an investment adviser registered with the U.S. Securities and Exchange Commission.  Registration with the SEC does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC.  Copies of Delos PCG’s Form ADV Part 2A, Form Part 2B, and Form CRS are available upon request or at the links at the bottom of this page.  Additional information about Delos PCG is also available on the SEC’s website at www.adviserinfo.sec.gov.  Delos PCG is an affiliate of First United Bank and Trust Company. 

 

This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security, nor does it constitute investment, legal, tax, or accounting advice. Nothing on this website should be construed as personalized investment advice; advice is provided only pursuant to a written agreement with Delos PCG.  All investing involves risk, including the possible loss of principal. Past performance is not indicative, and is no guarantee, of future results. Any strategies, market views, or opinions discussed are those of the author(s) as of the date indicated, are subject to change without notice, and should not be considered a recommendation to buy or sell any security.

 

Links to third-party websites and social media are provided for convenience only. Delos PCG does not endorse and is not responsible for the content, products, or services of any linked third-party site, and inclusion of a link does not imply affiliation. Communications through social media or other public channels are not secure and should not be used to transmit confidential or account information.

 

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