Smart Investor
| Date | Investors | Amount | Round |
|---|---|---|---|
* | N/A | Acquisition | |
| Total Funding | 000k | ||
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 Trusts
Smart 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.