A SMARTER WAY TO INVEST

Overview

A Smarter Way To Invest is a corporation that has been SEC-registered since 2017 and operates as an advisory firm focused on discretionary portfolio management. The firm provides direct portfolio management for individuals and small businesses as well as for business and institutional clients. Its fee model includes percentage-of-AUM pricing and other fee arrangements, and it holds assets custodied at Charles Schwab & Co., Inc. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, with supplemental allocations to separately managed account structures and private placement alternative investments. The firm’s registration and filing indicate a concentrated, Schwab-custodied platform and a preference for professionally managed vehicles rather than a heavy roster of direct equity positions disclosed in public filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices