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
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...
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Evaluate your goals
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Review your investment portfolio
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Build and optimize a legacy plan
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Live by design rather than default
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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