• Commitment to deliver the best possible unbiased solution to our clients

  • Smartinvest’s management believes that aligning interests, expectations and views will lead to better investment decisions

  • We put significant effort and resources into identifying unique alternative investment opportunities

About Us

Smartinvest Capital, LLC is a Registered Investment Advisor Office focusing on providing portfolio management services to families and family owned institutions. Smartinvest offers unbiased advice intended to optimize our client experience by addressing today’s pressing needs:


With an Investment Team that brings over six decades of experience in wealth management and financial markets, we deliver a personalized service under an open architecture to provide the best investment alternatives for our clients. We also complement our services with a network of professionals in accounting, legal, insurance, estate and gift planning.

Today, Smartinvest has a strong client base in the US, Latin America and Europe.

Smartinvest Capital, LLC was founded in 2010 and our offices are located in Miami, Florida.

Our services

With an increasingly competitive investment environment, our Investment Team and network may be your solution.

Careful Planning

Smartinvest’s management team believes that aligning client interests, expectations and views will lead to better investment decisions. Before entering into a long-standing relationship with our clients, we make sure we understand the client’s needs and set the right expectations in order to better execute the client’s guiding investment policy.

Portfolio Allocations

Smartinvest employs a top-down investment approach guided by our client’s individual investment policy. Active management is necessary to ensure that asset allocation remains on target. Our top-down idea generation drives the investment process while our bottoms-up process filters out investments and our detailed portfolio construction attempts to mitigate market risk.

Custody & Control

When it comes to transparency, custody and control, clients have direct, 24/7 access to their accounts and receive reports directly from the custodians. Smartinvest has access to superior investment platforms through its relationships with top tier custodians. We also welcome clients to use the custodian or bank of their preference.

Consolidated Reporting

Through innovative technology, Smartinvest has resources to consolidate account statements in one place in order to help clients analyze their investments and performance.

Education

The Investment team at Smartinvest strives for direct and constant communication with the family, helping current and upcoming generations stay up-to-date, while understanding and operating through the wealth management process. Developing one vision for all members by assuring that investment objectives, risk tolerance and expectations are fully aligned with the portfolio is key.

Family Planning

Our interdisciplinary relationships with accountants, lawyers, and other financial service professionals provide a platform where our clients receive additional family office services with exceptional prudence and care to complement their investment objectives.

We aim for optimal allocations and diversification that best represent the client's investment objectives.

Our team

Our team is committed to best in class service.

David Guenoun

David Guenoun

Managing Partner

As a Managing Partner of the firm, David is a Portfolio Manager and provides strategic direction and leadership to all aspects of Smartinvest.


Alberto Siblesz

Alberto Siblesz

Managing Partner

As a Managing Partner of the firm, Alberto is a Portfolio Manager and oversees the firm’s portfolio management, compliance regulations, trading activity, and asset allocation strategies.


Stefano Tome

Stefano Tome

Partner

As Partner at Smartinvest, Stefano is responsible for coordinating international business development efforts and is an active Board member.


Mark Fitzpatrick

Mark Fitzpatrick

Managing Director

As a Managing Director of Smartinvest, Mark is leading the efforts with asset allocation in the alternative investment industry.


Santiago

Santiago Valencia

Operations Manager

As the Operations Manager of the firm, Santiago oversees all operation procedures coordinating with the clients, the firm’s management, and all external parties to ensure maximum organizational effectiveness.


Laurence

Laurence Vieweg

Administrative Assistant

As an Administrative Assistant at SmartInvest Capital, Laurence performs administrative and office support activities for multiple supervisors.


Our Investment Philosophy

The investment process is continuous and dynamic. Smartinvest understands that just as investment opportunities evolve, so do our clients needs' and financial situation. Our process allows us to constantly adjust our suggestions accounting for our clients changing requirements.

Why to choose us

Our Investment Philosophy is dictated by the commitment to deliver the best possible unbiased solution to the client. The Investment Team strives for direct and constant communication with the client to ensure that the investment objectives, risk tolerance and expectations are fully aligned with the portfolio at all times. This practice allows us to effectively have an investment process based on constant monitoring, active risk management, and a dynamic portfolio with strong stable positions.

The Investment strategies are designed for the client's specific goals using a combined approach: “Top-down Idea Generation” consisting of analyzing macroeconomic views within certain investment themes, and “Bottom-up Due Diligence Process” defined as the selection of securities that are most suitable and that best represent the client portfolio.

The selection of investable securities is reinforced by a disciplinary approach of fundamental research and technical analysis. We seek diversification and optimal allocation in the portfolio through the use of advanced optimization tools in an effort to minimize correlation within the selected universe of investable securities. The usage and leverage of these optimization tools are always bound by risk metrics and opinions of the Investment Team.

The expression "Process Driven" is defined by having the ability to independently perform a kind of work, by strictly and persistently following an associated process. This ability requires discipline. Smartinvest, as a process-driven organization, is characterized by meticulousness, in order to achieve our strategic business objectives and therefore provide our clients with premium service and results.

Our Team’s experience has allowed us to develop the right process to facilitate and improve the desired results and experience for our clients.

Contact Us

999 Brickell Ave, Suite 1006
Miami, FL 33131

Phone: 305 539 3850