Our evidence-based investment management approach is complemented by our financial planning process. It’s your money and we believe that it’s our responsibility to provide you with a sense of purpose and clarity.
As fee-only, fiduciary financial advisors we put your interests first, at all times. We take our fiduciary responsibility seriously to help you plan and invest in an environment that aims to avoid conflicts of interest so that you are empowered to make decisions.
Smith Bruer Advisors puts into practice financial science, rigorous academic research, and evidence when we design investment portfolios.
Whether you are still working, are ready to start your retirement journey, or begin your next business venture, our financial advisors are here to help guide you. We work alongside high-net-worth individuals and families to help you invest wisely, achieve your goals, and build a strong financial foundation.
We lead each client through an in-depth discovery process where we seek to understand what is most important in your life and your future. After all, money exists to help you achieve your personal objectives. Through this process, our financial advisors work with you to understand how your assets are structured, your risk tolerance, and what you want to accomplish.
Smith Bruer Advisors believes that financial markets are efficient. Our investment management strategy focuses on global diversification while using low-cost investments. Portfolios are designed by incorporating rigorous academic research and financial science while focusing on your specific needs and risk tolerance.
Tax policy and rules are constantly changing. We will work with you and your tax advisor at every step of our financial planning process to identify tax-efficient investment strategies that aim to minimize your tax burden.
Planning for your and your family’s legacy is essential to protecting and preserving your wealth. Our financial advisors are experienced in working with attorneys and trust consultants to help you establish and manage trust and estate assets. We proactively identify and address estate planning needs during our comprehensive financial planning process.
When it comes to having a retirement plan, you want what’s best for your organization and employees. Smith Bruer United is a full-service retirement plan solution that combines technology with professional fiduciary services. As a Pooled Employer Plan (PEP), Smith Bruer United empowers you to leave your day-to-day retirement plan operations to us. We also know that costs matter, so we've implemented built-in savings as the PEP grows.
Businesses and non-profit organizations are the lifeblood of every community. When you thrive, the community thrives with you. Smith Bruer Advisors will work alongside you to establish a robust and meaningful institutional asset management program for your organization. We apply a comprehensive institutional asset management consulting process to help you and your leadership team determine your responsibilities and objectives.
We will work with you to evaluate your fiduciary responsibilities and help you implement services and strategies to mitigate your risks.
Having a stated set of investment goals helps ensure that you, your leadership team, and your investment manager are “on the same page.” We will help you implement a comprehensive and easy-to-understand investment policy statement.
Smith Bruer Advisors will work with you to design a portfolio based on an evidence-based investing approach. This approach incorporates rigorous academic research into globally diversified portfolios that seek to minimize risk and maximize returns. We use low-cost mutual funds and exchange traded funds (ETFs) in order to effectively achieve diversification and minimize expenses.
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