A complete list of active advisors currently associated with Smartvalue Investment Management, LLC

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

SmartValue Investment Management LLC provides fee-only investment supervisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and small businesses. As of December 31, 2025 the firm reported managing approximately $1.88 million in client assets and offers services that include investment selection, portfolio construction, cash‑flow and retirement planning. The firm follows a bottom-up, value-oriented equity process with a long-term horizon and proprietary research, while employing tactical and strategic asset-allocation and global diversification; fixed-income work combines top-down and bottom-up elements. It typically implements strategies through no‑load or low‑load mutual funds, ETFs and individual securities and operates primarily on a non‑discretionary basis, consulting clients prior to each trade. Distinctive features include its primarily non‑discretionary client trading model and the firm’s practice of not acting as custodian, which keeps trade approvals and custody under client control — an arrangement that is less common among independent advisory peers. The firm is strictly fee‑only (percentage‑of‑AUM) and does not accept commissions or sell proprietary products, and it generally does not vote client proxies.

To learn more about the advisors currently working at Smartvalue Investment Management, 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.