SMART PORTFOLIO

Overview

Smart Portfolio is a small, fee-based registered advisory firm that focuses on discretionary portfolio management for both individuals/families and institutional clients. The firm uses a percentage-of-AUM billing model and acts as a capital allocator, combining direct public market exposure with allocations to third-party alternative managers. Its advisory services include managing portfolios for individuals and small businesses, running accounts for businesses or institutions, and selecting other advisers or external managers where appropriate. Smart Portfolio is not an active ESG investor and is not registered as a multi-state adviser. Since its SEC registration in 2023, Smart Portfolio has shown a clear preference for equity-centered portfolios while maintaining purposeful exposure to private-market and commodity strategies. The firm’s structure indicates an individual owner and some involvement in sponsoring or managing pooled investment vehicles, suggesting it may both allocate to and operate private funds or partnerships as part of client solutions. The business also lists relationships with insurance and pension consulting activities, which can inform placement of annuities or bespoke insurance-wrapped investments when constructing liability-aware portfolios.

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Public Holdings

Investments & Alternatives

Location & Offices