Smart Investing is incorporated in 2019. Born with strong value picking genes. We take pride in managing clients funds with equal zest and objectivity. All our clients enjoy our relationship, built on the professional and transparent counsel, irrespective of the size of their portfolio.
Our ideas are generated from myriad sources including corporate managers, various journals, corporate databases, our own screens and interactions with knowledgable market sources. In short, our market intelligence is on par with the best in the business.
We charge 12% as a fee only on the profits at the end of every financial year. Time to say goodbye to hidden brokerage and turnover charges.
We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all qualified analysts. And you can count on unbiased recommendations and impartial guidance.
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