Investment Management

We offer defensive investment strategies for stability as well as aggressive growth strategies to maximize your earning potential.

Investment Management – Service Overview

SAF utilizes many time-tested practices found in Modern Portfolio Theory and Quantitative Investing to ensure our clients meet or exceed their investing goals, no matter the financial environment. Layered onto this strategic portfolio allocation is our technically driven “Risk Protocol,” a strategy forged in the ‘08 Global Financial Crisis which prioritizes capital preservation during severe market stress. We believe this approach separates us from other wealth managers, paving the way for more consistent risk-adjusted returns. Smith Anglin clients rest easy, knowing they will benefit from attractive returns when fully invested, and protected when it matters most.

Diverse Investment Options

Mutual funds, stocks, ETFs, and options
Bonds – tax-free and taxable
Donor Advised Charitable Funds
Alternative investments
Structured notes and other options

Education Planning

529 College Savings Plans
UGMA/UTMA accounts for minors
Guidance on other educational investment options and strategies

Certificates of Deposit (CDs)

Guaranteed rate of return through Banks (FDIC protected to limits)
No risk of principle loss, but some liquidity concerns if needed
Higher rates than savings accounts, but lower return than Bonds/stocks

Our mission is to maximize the frequency of successful financial outcomes for our clients via long-term asset growth, wealth preservation, and tax-efficient cash flow planning.

Contact us today to learn more

Fill out this form for a complimentary consultation and let the journey begin.

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Helpful Resources

Smith Anglin is Here for You, Learn How We Protect Your Retirement Nest Egg

Smith Anglin's Investment Philosophy

What is Socially Responsible Investing?