CREATING THE WHEREWITHAL TO REACH IMPORTANT GOALS THROUGH
THE ALL SEASON PORTFOLIO
THE ALL SEASON
PORTFOLIO STRATEGY
In our ALL SEASON PORTFOLIO, we assume that we don't know what will happen next, because no one really knows what will happen next. We take an approach that is built for surprises in general, but not any particular surprise. We want to invest so we are prepared for any economic season.
ABOUT US
Smith Investment Management was founded by Dave Smith who has over 30 years of experience in managing the investments of Individuals, Families, Corporations and Non-Profits. Prior to founding his Investment Advisory Firm in 2006, Dave worked at Bank of America, and Edward Jones.
Our core focus is helping our clients reach their goals regardless of what is going on in the world, regardless of the economic season we are in now or going into next. We do not want the attainment of our clients' goals dependent on only good economic times.