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.
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.
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 accesses top tier investment platforms through its relationships with top tier custodians; however, we welcome clients to use the custodian or bank of their preference.
Smartinvest has the primary concern of better monitoring and tracking client wealth. Through innovative technology, we have the resources to consolidate your account statements in one place in order to help you easily see how your investments are performing relative to your plan.
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.
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.