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

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Education Planning

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

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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

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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.

90% of Clients would Recommend Smith Anglin to Others.

Smith Anglin recently conducted a client survey aiming to enhance our service quality. We achieved a high 28% response rate, which according to the third- party survey vendor is significantly higher than the average response. The results showed that clients, on average, rated us an A.

"I don't know what you can do to improve. For us, Smith Anglin has been wonderful. Best of all is our rapport with our advisor. My wife and I feel comfortable bringing anything to his attention and though we’ve never met him face-to-face, we think of him as not only an advisor but a personal friend. Everyone else we’ve had contact with at Smith Anglin has also been wonderful."

Tim Timm
Retired
5/17/2019

"Personal service from my advisor is GREAT! I'm VERY happy with our experience and have nothing I would change."

Jeff and Kyra Ecklund
Active
12/6/2019

"The quality, experience, character and integrity of the Smith Anglin team is outstanding. I have every confidence in their ability to manage my portfolio and anytime I have a question or concern I can always reach them in a moment’s notice."

Ben Stern
Active
12/18/2015

"My advisor is always available to answer my questions and keeps me in the loop on our retirement goals. Never any pressure to take on more than what we’re comfortable with. I truly feel our advisor has our best interests/goals in mind and I feel very confident and comfortable with his financial expertise and recommendations."

Mark Constance
Active
3/22/2018

"I value the personal care of an expert watching my financial investments while I am overseas at work and unable to notice and react to market volatility."

Tom Mckee
Retired
4/1/2013