Welcome To SMI Advisory Services

Please make a selection below.

SMI Private Client

Personalized implementation of the SMI Strategies. Households with at least $250,000 have their own Stewardship Advisor. Minimum portfolio size $50,000.

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Managed Products 

Professional management of SMI and 3Fourteen Research strategies.

SMI Plan

Individual access to the industry’s leading financial planning software solution. Does not require a relationship with an SMI Advisor.