Smart Investor Email Format

Investment ManagementCalifornia, United States11-50 Employees

Smart Investor is an independent fee-only Registered Investment Advisor based in Rocklin, California. We work with clients throughout the greater Sacramento metropolitan area and the United States to help them achieve their financial goals.

As a fiduciary, it is our legal and ethical responsibility to serve the best interests of our clients. We follow a rational, objective and collaborative process designed to fully understand what is most important to each client. With that understanding and commitment, we then implement an on-going, systematic and disciplined process to help our clients achieve their goals and have fun with their lives.

At Smart Investor, we work with a variety of clients including:

- Entrepreneurs and Small Business Owners
- Retirement Plan Sponsors and Trustees
- Individuals, Couples and Families
- Non-Profits and Endowments
- Charitable Trusts

Smart Investor has been certified by CEFEX (the Centre for Fiduciary Excellence, www.cefex.org), an independent organization that certifies firms that conform to the industry's best fiduciary practices.

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