A Smarter Way To Invest

Overview

A Smarter Way To Invest is a corporation that has been SEC-registered since 2017 and is organized as an institutional registered investment adviser. The firm is owned by an individual and bills clients on a percentage-of-assets basis (with other fee arrangements noted). Its stated advisory activities focus on portfolio management for individuals and small businesses as well as for businesses or institutional clients. The firm does not identify as an active ESG investor and is not listed as a capital allocator; its industry affiliations include another investment adviser and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices