SMI Advisory Services, LLC

Bryce Fathauer is a financial advisor at SMI Advisory Services, LLC with 11 years of industry experience. He holds the Series 65 designation and is based in Columbus, Indiana. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm employs quantitative, mechanical analysis and momentum-based algorithms in its investment approach, managing portfolios through separately managed accounts and its own family of mutual funds.

Brian Mondics is a financial advisor at SMI Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Higher Level Financial Services LLC and Accuray. SMI Advisory Services manages approximately $949 million in discretionary assets, serving mostly non–high‑net‑worth individual investors through separately managed accounts and a family of open-end mutual funds. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolios and simultaneously manages its own mutual funds while advising investment company clients.

Sandra Morrison is a financial advisor at SMI Advisory Services, LLC with 13 years of industry experience. She holds a Series 65 designation and has worked at Unified Financial Securities since 2014 while also being with SMI Advisory Services since 2011. SMI Advisory Services manages approximately $949 million in discretionary assets, serving over 1,000 clients primarily composed of non–high‑net‑worth individuals. The firm employs quantitative and momentum-based strategies derived from the Sound Mind Investing newsletter and manages portfolios through separately managed accounts and a family of open-end mutual funds.

Paul Wilkin is a CFP®, CFA®, and Series 63 licensed financial advisor with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC and has worked at Hammond Associates since 2005. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm applies quantitative, mechanical analysis and momentum-based algorithms to portfolio construction and manages both separately managed accounts and a family of mutual funds.

Anthony Ayers is a CFA® charterholder with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC and has worked at Omnium Capital since 2001. SMI Advisory Services manages approximately $949 million in discretionary assets, serving individual investors and investment companies primarily through separately managed accounts and its family of open-end mutual funds. The firm employs a quantitative, mechanical investment approach based on momentum algorithms and manages portfolios through a wrap-fee program while maintaining its own mutual funds.

Eric Collier is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC, a team-based firm located in Columbus, IN, and has worked at Omnium Capital since 2001. SMI Advisory Services manages approximately $949 million in discretionary assets, serving around 1,080 clients primarily composed of non–high-net-worth individuals. The firm employs a quantitative, momentum-based investment approach rooted in the Sound Mind Investing newsletter, providing portfolio management through separately managed accounts and advising a family of open-end mutual funds.

Isaac Jones is a financial advisor at SMI Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has a background in education, having worked at Purdue University since 2019 and previously at Greenwood High School from 2012 to 2019. SMI Advisory Services manages approximately $949 million in discretionary assets and serves individual investors and investment companies, primarily non–high–net–worth clients. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolio allocations and simultaneously manages its own family of mutual funds while advising external clients.