A complete list of active advisors currently associated with Smithbridge Asset Management, Inc.

Warmer can help you find a great advisor at Smithbridge Asset Management, Inc. or one who fits your needs even better.

Smithbridge Asset Management is an SEC‑registered advisory firm with a six‑advisor team managing roughly $830 million for about 500 clients. It serves individuals (both non‑HNW and high‑net‑worth), trusts, estates, retirement plans, charitable organizations, foundations and also investment companies and pooled vehicles, providing financial planning, individualized portfolio management, model portfolio services, and acting as investment manager to the Manor Investment Funds. The firm’s investment process relies on fundamental and quantitative analysis to construct diversified portfolios of individual stocks, bonds, REITs, MLPs and ETFs, with attention to tax efficiency and client‑specific asset allocation. Smithbridge also offers ETF‑only diversified strategies and model asset allocation portfolios delivered through unaffiliated advisor and brokerage platforms and overseen by an internal Investment Policy Committee. Distinctive features include its direct management of a registered mutual fund and other pooled investment vehicles and the use of model portfolios made available to third‑party advisers—arrangements that are uncommon among team‑sized firms. The firm also operates with a mix of legacy client arrangements from a prior asset acquisition and discloses that some associated persons are licensed to sell insurance products, relationships the firm manages through its compliance policies.

To learn more about the advisors currently working at Smithbridge Asset Management, Inc., 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.