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Securities Management & Research, Inc.


Securities Management & Research, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Securities Management and Research is a registered broker dealer and a wholly owned subsidiary of American National Insurance Company is a Florida corporation with headquarters at 2450 South Shore Boulevard, Suite 400, League City, Texas 77573, a suburb of Houston, Texas.  They serve as investment manager and advisor for the equity and fixed income portfolios of American National Insurance Company and its affiliated companies.

The Company also serves as an investment advisor for registered investment companies, retirement plans, bank trust funds, non profit foundations, and private client portfolios throughout the United States, directing approximately $12.8 billion in assets.

Some of the Company funds are offered in several different share classes. Each share class has its own sales charge and distribution and service fee structure. Each class represents an interest in the same fund. In addition to choosing an SM&R Fund, you should select a share class that bets suits your needs. You should pay close attention to this fee structure when selecting the class best suited for your needs.
Their has been a steady corporate growth rate combined with the ability to maintain flexibility, unrelenting attention to detail, responsible quality control throughout the entire operation and total customer focus is enhanced further by associates who are among the brightest and most talented in the industry.

The company is good at what ever they do and that is demonstrated by the fact that they have one of the highest client retention rates in the technology services industry. Their clients' success is mirrored in the company’s own financial performance. The Company has achieved record growth with revenues climbing thirty percent annually.

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