Smart Investor

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.