“ The money we mange is not our money – it’s our clients’ past and their future.” – Eduardo Repetto
At SmartPlan Investing we believe that through knowledge and discipline, financial peace of mind is possible for all investors. As a result, we offer our clients the opportunity to attend regularly scheduled workshops.
To learn more about our coaching workshops click here.
Why choose an investment philosophy? What are the differences between active and passive management, and how do the fundamentals of financial science get integrated into SmartPlan’s Investment portfolios.
Click here to view our video series on choosing your investment philosophy.
SmartPlan Investing is committed to helping individuals and families become financially strong. As financial advisors we have committed ourselves to serving as SmartVestor Pros (SVP).
To find out more click here.
What is Financial Science?
Free Market Portfolio Theory is the synthesis of three academic principles: Efficient Market Hypothesis, Modern Portfolio Theory, and The Three-Factor Model. Together these concepts form a powerful, disciplined and diversified approach to investing.
Learn more here.
Matson Blue Money is a robust financial planning tool that we offer. It’s private, static, and a secured site. There are no advertisements. Some of the benefits of using BLUE: one location to view your financial picture. Unlimited vault storage space – that only you can see. This is where documents such as estate wills, photos, certificates, and any document you deem important can be located. Click to read more benefits.
Matson Blue Money is a complimentary service. To get your account started CLICK HERE