A complete list of active advisors currently associated with Smart Portfolios, LLC

Warmer can help you find a great advisor at Smart Portfolios, LLC or one who fits your needs even better.

Smart Portfolios, LLC provides investment management and financial planning to retail clients, including high‑net‑worth individuals, through discretionary portfolio management, signal subscription services, and stand‑alone consulting. The firm applies pre‑developed asset‑allocation models to client accounts and offers customized strategy solutions on request. The firm’s investment approach is model‑driven, centered on five core strategies that use a proprietary Dynamic Portfolio Optimization engine based on Dynamic Risk Theory, with mutual‑fund‑based Smart Strategic models informed by iM Global Partner research; Smart Portfolios may also incorporate fundamental, macroeconomic, or technical analysis. Implementation typically favors ETFs for tactical exposure, the firm has an AI policy governing limited use of AI tools in analysis, and it does not exercise discretionary authority to purchase cryptocurrencies for client accounts. Noteworthy differences from many peers include a formal practice of compensating third‑party promoters for client referrals — with written disclosure provided to prospective clients — and a sub‑advisory relationship with O’Shaughnessy Asset Management for selected client allocations. Smart Portfolios also offers signal services to subscribers and integrates external research and sub‑advisory allocations into its model framework, reflecting a multi‑source, model‑centric approach.

To learn more about the advisors currently working at Smart Portfolios, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.