INVEST SMART USA, INC.

Overview

Invest Smart USA, Inc. is an independent registered investment adviser that serves individual and family clients, with a practice focused on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm runs discretionary portfolios and favors equity-centered allocations, using exchange-traded securities as the dominant building block for client accounts. Its advisory model blends fee‑based AUM billing with fixed-fee engagements, which supports both ongoing portfolio management and more defined planning or consulting projects. Manager allocation emphasis is on liquid, publicly traded instruments; the firm's stated preference for equities suggests active equity selection and/or ETF-based exposures rather than broad commitments to illiquid private strategies. The firm also makes use of mutual funds and annuities as part of client solutions, indicating a willingness to layer third‑party packaged products where they fit client objectives. Invest Smart USA, Inc. operates as a single-state adviser and maintains a relatively concentrated custody relationship.

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Public Holdings

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Location & Offices