Smart Investor is distinguished from the great majority of other financial advisors in that:
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We serve as an independent fiduciary to our clients. This means that we recognize and acknowledge our legal and ethical duty of loyalty to our clients. We work for our clients, not for any other entity or affiliation.
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We follow a systematic collaborative process with our clients that is designed to fully understand what's most important to them. This allows us to be solution-oriented, not transaction-oriented, and implement and monitor specific steps to help our clients best achieve their personal financial objectives.
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We provide a rational, objective and independent investment management process based on Nobel Prize winning academic research and practical real world experience. This generally insulates our clients from the emotionally-driven inflows and outflows typically experienced by many individual investors; thereby avoiding unnecessary taxable events and transaction costs. Our discretionary investment management services utilize broadly diversified investment portfolios tailored to each client's objectives, time horizon and risk tolerance.
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We focus on client service, effective risk management and providing a successful investment and wealth management experience. Our team of highly skilled professionals, the majority of whom have worked together for more than 15 years, are dedicated to helping each client achieve his or her financial objectives. We recognize and value the trust and confidence our clients place in us.
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We provide our clients with a fully disclosed, transparent and competitive fee structure.