Welcome

Smart Investor is an independent fee-only Registered Investment Advisor based in Rocklin, California. We work with clients throughout the greater Sacramento metropolitan area and the United States to help them achieve their financial goals.

As a fiduciary, it is our legal and ethical responsibility to serve the best interests of our clients. We follow a rational, objective and collaborative process designed to fully understand what is most important to each client. With that understanding and commitment, we then implement an on-going, systematic and disciplined process to help our clients achieve their goals and have fun with their lives.

At Smart Investor, we work with a variety of clients including:

• Entrepreneurs and Small Business Owners
  
  
• Retirement Plan Sponsors and Trustees
  
  
• Individuals, Couples and Families
  
  
• Non-Profits and Endowments
  
  
• Charitable Trusts