Smart Investor
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- 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.At Smart Investor, we work with a variety of clients including:- Entrepreneurs and Small Business Owners- Retirement Plan Sponsors and Trustees- Individuals, Couples and Families- Non-Profits and Endowments- Charitable TrustsSmart Investor has been certified by CEFEX (the Centre for Fiduciary Excellence, www.cefex.org), an independent organization that certifies firms that conform to the industry's best fiduciary practices.
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Headquarters:5800 Stanford Ranch Road , Rocklin, California, United States
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Phone Number: +1 916-435-2100
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Website: https://www.smart-investor.cc
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Employees:17
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Revenue:$10 - 50M
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Legal Name:Smart Investor
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Smart Investor's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Smart Investor
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Where are Smart Investor's Headquarters?
Smart Investor's Headquarters are in 5800 Stanford Ranch Road ,Rocklin,California,United States
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What is Smart Investor's phone number?
Smart Investor's phone number is +1 916-435-2100
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What is Smart Investor's official website?
Smart Investor's official website is https://www.smart-investor.cc
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What is Smart Investor's Revenue?
Smart Investor's revenue is $10 - 50M
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What is Smart Investor's NAICS code?
Smart Investor's NAICS code is 523110
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How many employees are working in Smart Investor
Smart Investor has 17 employees
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What is Smart Investor's Industry?
Smart Investor is in the industry of Investment Management
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Who is Smart Investor's President And Chief Operating Officer?
Smart Investor's President And Chief Operating Officer is Michael Tudor