Services

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.

Our Goal

Our goal is to deliver outstanding investment results and service to our clients and create long-lasting relationships by putting the interests of our clients first.

'Smithbridge has provided the same time-honored, personalized investment service, with integrity and expertise, for 20 years. We pride ourselves on maintaining rewarding, long-term relationships with our clients.'

Investment Philosophy

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.

By The Numbers

20+

years of superior results and service to our clients

200M

currently under management

70%

of our clients have been with us over 10 years

100+

years of experience, knowledge, and wisdom