Investment Advisory Services

At The Smith Group, we are dedicated to providing investment options and recommendations to help accomplish your financial plan, whether it be short-term income needs or long-term growth objectives. No matter where you are on your road to retirement, our advisors will help you develop investment strategies that best fit your risk tolerance while guiding you toward your financial goals. 

We offer low-cost, tax-efficient portfolio solutions rooted in broad market diversification built for investors at various risk profiles. With an evidence-based investment philosophy, our investments rely on the efficiency of the markets while applying fundamental principles from notable Nobel-prize winning scholars to tilt asset allocation toward historically favored classes.