General Info

Smart Investor is an independent fee-only Registered Investment Advisor based in Rocklin, California. We work with clients throughout the greater Sacramento metropolitan area and the United States to help them achieve their financial goals. As a fiduciary, it is our legal and ethical responsibility to serve the best interests of our clients. We follow a rational, objective and collaborative process designed to fully understand what is most important to each client. With that understanding and commitment, we then implement an on-going, systematic and disciplined process to help our clients achieve their goals and have fun with their lives. Smart Investor is a diversified financial services firm based in Rocklin, California. We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More We provide a disciplined risk management process that monitors & adjusts investment portfolios to help avoid excess emotional anxiety, speculative risk and mistakes which provides a more positive wealth management experience for our clients. More