20 years in Stock Market

Manage Your Invesments

Easily and Effectively

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Does Your Money

Need Speed?

Our company can assist you with any aspect of investment management

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Our Services

Market Research

Assessment of viability, stability, and profitability of a business, sub-business or project.

Investment Management

Our Investment Management Services help you pursue your financial needs as they grow and change.

Sales & Trading

This service offers a variety of benefits to boost your sales and suit your company’s fixed income.

Our Mission

Our Investment Principles

Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.

Benefits & Risks

Advantages of Managed Funds

The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.

Diversification
Potential wealth generation
Cost-effective investment
Access to a range of assets
Geared exposure
Underperforming investments

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Why Clients

Choose Us

Competent Professionals

We work in an atmosphere of trust and camaraderie, where partners help each other.

Superior Service

We are committed to providing clients with the best value and service in the industry.

Competitive Pricing

Providing value through straightforward commissions and added services.

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Together, we can enable your business to achieve even more.

Investment Smart leads the industry in wealth management. Our independent RIA and broker services are powered by over 20 years of industry experience.

Meet Our Team

Business Expert

PR Manager

Marketing Expert

Senior HR Manager

Facts and Numbers

1450

Trusted Clients

Awards

Years of Experience

Experts

Latest News

What’s the Right Asset Allocation For Investors?

JUNE 14, 2018

How Return Assumptions Affect Investor Behavior

JUNE 20, 2018

Deconstructing 30 Year Stock Market Returns

JUNE 23, 2018

Why Money Manager Due Diligence is so Difficult

JUNE 12, 2018

Testimonials

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Highly Professional Team

Working with Investment Smart has been a great experience. An exceptional group of people who are well versed in all legal, accounting, and compliance aspects of fund administration for onshore or offshore funds. I highly recommend them.

Emily Wilson

Top Manager

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Real Experts in Investment Management

These guys are efficient! From the first moment that I dealt with Investment Smart I knew that they were real pros. They are asking the right questions, and when getting the answers they are on ball non-stop, providing an excellent service!

Dennis Lewis

Civil Servant

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A Team of Dedicated Investment

It took me a while to find someone who could accomplish what I needed for my company. I have to say it was well worth the wait. Investment Smart is a team of real professionals who showed their hard work, patience, and professionalism.

Jack McGee

Founder, The Therapy

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The Best Investment Management Company

It has been a pleasure to work with Investment Smart and their team of investment experts. They offered me a quick and easy solution to my business investment strategy that will surely help me in handling my future spendings. I’m glad to cooperate with this qualified team.

Jill Miller

Regional Manager