Simply stated, our mission is to help you invest your money wisely so that you can experience joy in your life and pursue your dreams without undue financial worries.
Smith Asset Management was formed by Frank Smith to make sure the best interests of his clients came first! After almost 20 years in the investment business, he saw how large financial institutions and even smaller private firms put their own objectives ahead of the interests of their clients. He knew there was a better and more ethical way of managing investments! So Frank left a senior management position with a large bank and created Smith Asset Management with those objectives in mind.