Smith Advisory

Smith Advisory provides personalized investment management services for individuals and high-net-worth clients. Led by Chartered Financial Analyst Christopher Smith, the registered investment advisor helps clients define their financial goals, assess their risk tolerance, and build customized portfolios using individual stocks and bonds, exchange-traded funds, and mutual funds. Smith Advisory continually reviews and rebalances client portfolios to align with changing objectives and market conditions. In addition to investment management, Smith Advisory coordinates with clients' attorneys and accountants to assist with implementation and solutions. The firm does not have a strict account minimum, though it may decline to accept smaller portfolios, and operates without any account minimum.