The firm was founded over 50 years ago and has always been family owned. Our coaching skills were really tested in 2008. Our message to remain disciplined and not to panic did not deviate but was reinforced for our clients. When markets drop that is when the greatest transfer of wealth can happen as people destroy their portfolios by panicking, you need a coach to stand up for you in these times. This is our vow to you.
The portfolios SmartPlan offers undergo a rigorous audit to comply with GIPS (Global Investment Performance Standard). The standard is to help investors compare apples to apples and provide not only what the funds returns have been but what investors actually receive. Some portfolios started in 1992, but the audited returns go back to 1993 when each of the core portfolios were in existence. In 2008, the funds were repackaged in to funds of funds lowering costs and making them more efficient. Our fee is slightly lower than some other advisors using these funds, so our client may show a higher return than that is represented on this chart.
Roy Wiley is a Certified Public Accountant (CPA) and is an Accredited Investment Fiduciary (AIF), and Investor Coach at the Jupiter branch. Roy has over 20 year experience as an investment advisor, and over 40 years as a CPA.
Robroy Wiley is an Investor Coach at the Atlanta branch. Robroy has over five years of experience, with an educational background in finance. He holds a BBA in Finance from Georgia State University.
Jennifer Foster is Investor Coach at the Jupiter branch. Jennifer has over ten years experience in Investing Philosophy and is registered with the state of Florida and an Investment Advisor Representative.
We invite you, to Contact Us today
561-744-9547 Jupiter, Fl. or 770-450-6625 Atlanta, Ga.
SmartPlan’s investment portfolios are globally diversified across 21 asset classes, 45 countries, and 16,000 + unique holdings. There is risk associated with any investment. Risk is an integral part of investing. This is why SmartPlan’s investment philosophy is based on financial science. SmartPlan’s investment portfolio’s are structured and engineered to fall on the Efficient Frontier. Rebalancing helps to keep risk at the desired level while optimizing the return associated with a given level of risk.
SmartPlan has follows three rules to investing:
1. Own equities
2. Diversify Globally
We coach because markets will drop and coaching helps our clients to remain disciplined and patient.
Both traits are needed over the long term to build wealth. Our coaching and investment philosophy is what sets us apart from an active management style. Our goal is to capture the returns of world markets and have a life long successful investing experience.
We believe coaching is what makes the difference for the investor. We strive to offer coaching in various formats to meet each investor’s specific needs. Our first coaching sessions with you will be the the Investor Inventory and MRI.
We host live onsite events, webinars as well as recorded on demand options. We recommend starting with ‘Choosing an Investment Philosophy’.
Each of our workshops clearly defines SmartPlan’s investment philosophy. Our series is designed to take you deeper and deeper into understanding how markets work and how our portfolios are designed and their benefits. Client receive FREE full access to our coaching workshops.
Our Investor Coaching Series is presented to help you build a foundation of purpose for your money and reframe negative messages around wealth. Our coaching workshops are designed to help you build a map towards investing peace of mind.
We are a fee only firm. We do not earn a commission, charge 12B-1 fees, or receive any further compensation above our advisory fee, based on value of the portfolio. We have no incentive to move the client’s money around in order to generate a commission.
Additional services outside of portfolio management may incur additional fees such as: Financial Planning, Analysis, Coaching (non client or special events).
Any questions, please feel free to ask.
“ The money we mange is not our money – it’s our clients’ past and their future.” – Eduardo Repetto
We at SmartPlan Financial Services 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.
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.