Mon – Sat: 9:00am–18:00pm. Sunday CLOSED

20 years in Stock Market


Manage Your Invesments

Easily and Effectively

Does Your Money

Need Speed?


Our company can assist you with any aspect of investment management

Our Services

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

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

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

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.

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.

Facts and Numbers


Trusted Clients




Years of Experience