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1 Employee Spotlight: Luann Wallick Wednesday, 01 September 2010
2 Non-Profit of the Month: Francis House, Sacramento Wednesday, 01 September 2010
3 Will Congress let the 2001 and 2003 Tax Cuts expire? Wednesday, 01 September 2010
4 Featured Client: Rossmann, MacDonald & Benetti, Inc. Wednesday, 01 September 2010
5 Employee Spotlight: Christine Ford Sunday, 01 August 2010
6 Finance Reform, the Good, the Bad and the Ugly. Sunday, 01 August 2010
7 Featured Client: Mike Tatro Sunday, 01 August 2010
8 Non-Profit of the Month: University of the Pacific Sunday, 01 August 2010
9 Non-Profit of the Month: Sutter Roseville Medical Center Foundation Thursday, 01 July 2010
10 Employee Spotlight: Cathy Keck Thursday, 01 July 2010
11 New Screening Tool Now Available to Assist Investors Thursday, 01 July 2010
12 An American Hero: Ralph Puhalovich Thursday, 01 July 2010
13 Non-Profit of the Month: Breathe California of Sacramento-Emigrant Trails Tuesday, 01 June 2010
14 Employee Spotlight: James Landua Tuesday, 01 June 2010
15 "Eat Your Spinach" Tuesday, 01 June 2010
16 Featured Client: Jim Dobbas, Inc. Tuesday, 01 June 2010
17 Employee Spotlight: Tina Herrmann Monday, 03 May 2010
18 What Does the New Health Care Bill Do For Me? Monday, 03 May 2010
19 Non-Profit of the Month: Truckee YoungLife Monday, 03 May 2010
20 Featured Client: Stanley Ohara Monday, 03 May 2010
21 1st Quarter 2010 Letter Friday, 09 April 2010
22 Non-Profit of the Month: Boys & Girls Club of Auburn Thursday, 01 April 2010
23 Employee Spotlight: Tom McHugh and Kevin Chang Thursday, 01 April 2010
24 The Lost Decade – Or Maybe Not Thursday, 01 April 2010
25 Featured Smart Investor Client: Sherman Kishi Thursday, 01 April 2010

Who We Are

Smart Investor is a diversified financial services firm based in Rocklin, California.  We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

What We Do

We provide a disciplined risk management process that monitors & adjusts investment portfolios to help avoid excess emotional anxiety, speculative risk and mistakes which provides a more positive wealth management experience for our clients. More

Why Choose Us

At Smart Investor, we listen to our clients.  We leverage the integrity, judgment, experience, depth of knowledge and skills of our dedicated team of professionals to provide customized solutions to help our clients achieve their financial objectives. More

Our Philosophy

Our clients come first and
we treat them with respect
and integrity.  We systematically
implement our seven fundamental beliefs to help our clients achieve their financial objectives. More