Smart Investor Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Smart Investor is an independent, fee-only Registered Investment Advisor based in Rocklin, California. The firm serves clients across the greater Sacramento metropolitan area and the United States, providing investment management with a fiduciary obligation to act in clients' best interests. It emphasizes a rational, objective, and collaborative process to understand each client's priorities and a disciplined, ongoing approach to pursuing those goals.

Smart Investor counsels a range of clients, including entrepreneurs and small business owners, retirement plan sponsors and trustees, individuals and families, nonprofits and endowments, and charitable trusts. It is certified by the Centre for Fiduciary Excellence (CEFEX), which independently verifies adherence to fiduciary best practices.

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