This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

S&P Dow Jones Indices Selected To Calculate Second Custom Index For Independent RIA Wilbanks Smith & Thomas

NEW YORK, Aug. 21, 2013 /PRNewswire/ -- Wilbanks Smith & Thomas (WST), an independent registered investment advisory firm with over $2 billion in assets under management, has selected S&P Dow Jones Indices to calculate the WST Asset Manager - U.S. Equity Index (WSTE).

According to Wilbanks Smith & Thomas, the investment objective of the WST Asset Manager - U.S. Equity Index is to seek long-term capital appreciation, while maintaining a secondary emphasis on generating income. The WSTE Index is comprised of two segments, the "Sector Segment", which is made up of the nine primary sectors of the S&P 500®, and the "Alternative Segment", which is comprised of various fixed income and gold related investments. Allocations between the two segments are based on the Advisor's proprietary quantitative model that seeks to evaluate various relevant financial market factors.

"We are excited for this opportunity to expand our relationship with Wilbanks Smith & Thomas as the calculation agent of their second custom index," says Michael Mell, Associate Director of Custom Indices at S&P Dow Jones Indices. "We continue to be dedicated in offering innovative solutions to meet the growing custom indexing needs of the RIA community."

" Wilbanks Smith & Thomas is pleased with the continued opportunity to work with S&P Dow Jones Indices in bringing our second custom index to market," says Wayne Wilbanks, CEO of Wilbanks Smith & Thomas. "Given the unique and successful reputation of S&P Dow Jones Indices, we believe that the continued relationship between our businesses provides tremendous investment information for our clients. As clients are increasingly interested in evaluating historical as well as ongoing performance and risk measures, we believe that this relationship strengthens our ability to serve our clients investing needs."

S&P Dow Jones Indices is an acknowledged global leader in the calculation of custom indices, providing unparalleled services in the design, construction, management and distribution of custom indices.  Drawing on our knowledge and a global database of over 17,000 individual stocks, S&P Dow Jones Indices custom indices provides an independent, flexible and accurate service enabling clients to purposefully design a custom index to meet their specific requirements across equity, commodity and fixed income asset classes.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $95.03 -2.90%
FB $116.73 7.20%
GOOG $691.02 -2.10%
TSLA $247.54 -1.60%
YHOO $36.59 -0.97%


Chart of I:DJI
DOW 17,830.76 -210.79 -1.17%
S&P 500 2,075.81 -19.34 -0.92%
NASDAQ 4,805.2910 -57.85 -1.19%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs