Company's 401(k) Plan.
01 June 2010
James Landua serves as Smart Investor’s Vice President of Investment Services. In this role, he supervises the overall management of client portfolios, including portfolio construction and rebalancing reporting and performance calculation. Jim is also a member of 
the firm’s Investment Committee which is responsible for making strategic decisions regarding changes of investments or investment related concerns, and that reviews overall performance of client portfolios. Jim also provides basic, on-site Information Technology support for the firm.
Jim brings 18 years financial services industry experience to the Smart Investor team. He began his career providing Revocable Living Trusts to clients and subsequently expanded in to mutual funds and securities.
Jim attended a workshop at Dimensional Fund Advisors where he learned about “passive” investing – a misnomer because it involves a significant amount of activity but is founded on the idea of buy-and-hold to receive market returns. Later, as a Portfolio Manager for a Registered Investment Advisor firm in the Sacramento Area, he built the department using portfolio management software to facilitate construction of portfolios, reporting and performance calculation. For a short time during his career, Jim developed training plans and web-based investment training for CPAs. In June of 2001, he joined forces with Allan Henriques in the founding of Smart Investor.
Jim is dedicated to educating Smart Investor clients about the firm’s rational management investment strategy. His professional philosophy is that receiving market returns is a better strategy than active management and speculative investing.
Residing in Fair Oaks with his wife Garey Sue, Jim enjoys golfing and spending time with his two daughters and grandchildren. A retired U.S. Naval Officer, Jim served aboard seven different ships and came within about 700 miles of circumnavigating the globe. He also spent a year as an adviser to the Royal Saudi Navy in Jeddah, Saudi Arabia. Jim actively volunteers at the Twin Lakes Food Bank and at Journey Church and is working on perfecting techniques to spoil his three grandchildren and master the sport of golf.