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Investment Management

We offer defensive investment strategies for stability as well as aggressive growth strategies to help increase your earning potential.
Smith Anglin - Investment Management Hero

Investment Management

Discover the world of smart investing strategies with Smith Anglin Financial. Our Investment Management Services cater to a diverse range of needs. Explore the possibilities:

Investment Management – Service Overview

SAF utilizes many practices found in Modern Portfolio Theory and Quantitative Investing to help 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.

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

A long history of providing honest, compassionate, and informative service. Read what our clients are saying.

All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials.

Contact us today to learn more

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

The Smith Anglin team will help you...

  • Evaluate your goals

  • Review your investment portfolio

  • Build and optimize a legacy plan

  • Live by design rather than default

Helpful Resources

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

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Smith Anglin's Investment Philosophy

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What is Socially Responsible Investing?

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Recent Blog Posts

Contact Us

14755 Preston Road, Suite 700
Dallas, TX 75254

972.267.1244 local

800.301.8486 toll free

972.267.1243 fax

Check the background of this practice on FINRA's BrokerCheck.

About Smith Anglin Financial

Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.

*Data current as of 6/16/2025

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org