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Smart Portfolios, LLC

EST. AUM
$210,282,076

CONTACTS
2

CLIENT ACCOUNTS
448

Firm Details

Metro area Seattle
CRD Number 131342
Website smartportfolios.com
Client types

Overview

Smart Portfolios™ distinguishes itself by developing investment models that dynamically optimize portfolios in response to current market conditions, rather than relying on passive models that adhere to long-term historical trends. Traditional portfolio management approaches often assume that long-term historical averages will consistently prevail, a perspective that overlooks the diverse goals of investors and the potential for prolonged shifts in market and economic conditions. With the advent of advanced data analysis tools and algorithms, Smart Portfolios™ employs a scientific methodology that acknowledges the ever-changing nature of markets, securities, risk, return, and investor objectives, akin to the evolution of weather forecasting from the Farmer's Almanac to modern Doppler radar systems.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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