Welcome To SMI Advisory Services

Please make a selection below.

SMI Private Client

Personalized implementation of the SMI strategies through a Stewardship Advisor.* Minimum portfolio size $2,500.

*Households with at least $250,000


SMI Funds 

Professional management of the SMI strategies. Investments can be made either directly or through most brokerage accounts.

SMI Plan

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