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 that provides financial planning and portfolio management primarily for individuals, trusts, estates, retirement plans, charitable organizations, and endowments, serving both high-net-worth and non-high-net-worth clients. The firm manages accounts on a discretionary basis and also provides services to institutional clients and pooled vehicles in addition to individual accounts. The firm’s investment approach emphasizes disciplined, fundamentally driven equity selection concentrated in large-cap U.S. companies, complemented by diversified exposure through individual bonds, mutual funds, REITs, MLPs and ETFs, with an emphasis on investment-grade fixed income and tax-efficient management for taxable accounts. Smithbridge offers individualized account management as well as model portfolio solutions delivered through third‑party platforms, and it employs periodic portfolio reviews and an investment policy committee to guide asset allocation and risk oversight. Distinctive features include its role as investment manager to a registered mutual fund and its provision of portfolio management to other investment companies and pooled investment vehicles—services that are relatively uncommon among similarly sized team advisors. The firm also makes its model portfolios available to unaffiliated advisors via platforms, combining retail client services with institutional-style governance and multi-channel distribution.
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.
You can also browse Smithbridge Asset Management, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Chadds Ford, PA
| 5
| |
Bethany Beach, DE
| 31
| |
Chadds Ford, PA
| 29
| |
Chadds Ford, PA
| 2
| |
Chadds Ford, PA
| 24
| |
Chadds Ford, PA
| 27
|
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