We help our clients build a sustainable future
We are committed to delivering superior wealth management and financial planning services to our clients through individualized investment and planning advice in addition to customized portfolio management offerings.
OUR SERVICES
We have provided the same time-honored, personalized investment service, with integrity and expertise, for over 25 years.
Financial Planning
We offer a broad range of wealth management and financial planning expertise, including retirement and estate planning, insurance strategies, tax planning and college saving.
Portfolio Management
Our investment portfolios are constructed utilizing a fundamental security selection process that has been used by our investment professionals for over thirty years.
Investment Strategies
Comprehensive array of individual stocks, bonds, mutual funds and ETF’s that are managed strategically and tactically.
OUR INVESTMENT PHILOSOPHY
Superior risk adjusted investment management and comprehensive planning through superior client service over the years.
Individualized
Our portfolios are independently designed and structured with the individual investor’s goals in mind.
Disciplined
We construct portfolios and select assets using the same investment philosophy we have successfully employed for nearly 20 years.
Tax-Efficient
Taxes are an important aspect of an investor’s ultimate return. We utilize several techniques to minimize tax consequences in our portfolios.
Consistent
We stay true to our investment style. We do not chase trends or stray from our clients’ goals.
Diversified
Controlling risk is an important part of the investment process. Proper diversification is a major part of our investment philosophy.
Low-Turnover
Low turnover keeps costs down and helps manage realized gains. We buy securities for the long term, not for the short term.
EXPERTISE BY THE NUMBERS
We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
20+
Years of superior results and service to our clients
175+
Years of investment experience, knowledge, and wisdom
300+
Client relationships – over 98% are still with us
A quick glance at the latest market activity
While many investors see volatility as a threat, Smithbridge Asset Management views it as an opportunity. We believe in mitigating risk through diversified portfolios of high-quality securities and carefully considered asset allocation for each client. The key to long-term performance is the consistent application of our time proven investment process.
Let’s talk about your goals.
Talk to our experts to find answers to your questions.
