Based in Rocklin, California, Smart Investor is a fiduciary wealth management firm composed of a team of highly-skilled professionals providing an extraordinary level of client service. We specialize in working with five distinct client groups:
Entrepreneurs and Small Business Owners who often don't have the time, inclination or discipline to devote the necessary attention to efficiently manage their personal and business retirement, investment and estate/financial planning matters.
Retirement Plan Sponsors and Trustees who want to concentrate their skills on making their business profitable, minimize their personal liability risk exposure, and still have their company retirement plans serve their employees well.
Individual Clients, including trusts and retirement plan participants, who can benefit from fiduciary investment management and objective financial planning.
Non-Profits and Endowments who can benefit from fiduciary, institutional investment management.
Institutional and Individual Clients who need charitable trust administrative services.
Our discretionary asset allocation investment management services incorporate an academically-based Nobel Prize winning strategy that allows us to bring institutional investment management to the individual investor.
In helping our clients work toward achieving their personal objectives and have fun with life, the Smart Investor staff personifies our core values of respect, integrity, life-long learning, valuing and giving back to the communities where our clients and we live.
