A complete list of active advisors currently associated with SMI Advisory Services, LLC

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

SMI Advisory Services manages approximately $949 million in discretionary assets and provides portfolio management through separately managed accounts (PMA) and as adviser to the SMI family of open‑end mutual funds. Its clients include individual investors and investment companies, and the firm’s reported client count of about 1,080 served by five advisors equates to more than 200 clients per advisor on average, with most clients described as non–high‑net‑worth individuals. The firm’s investment approach is built on strategies that originated with the Sound Mind Investing newsletter and uses quantitative, mechanical analysis and momentum‑based algorithms to construct allocations and select underlying funds and ETFs. Clients choose strategy allocations while SMI implements the portfolio (selecting the securities), typically managing PMAs on a wrap‑fee basis and employing procedures such as fixed‑rotation trade execution when trading both fund and PMA accounts. What distinguishes SMI from many peers is that it simultaneously manages its own family of mutual funds while advising investment company clients and sponsoring a wrap‑fee program—roles that are uncommon for firms in this category. The firm also emphasizes an electronic delivery model for client interactions, allows PMA holdings to include SMI funds or affiliated ETFs in specific circumstances, and documents procedures (including fee offsets and trade allocation policies) intended to address conflicts that can arise from those arrangements.

To learn more about the advisors currently working at SMI Advisory Services, 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.