A complete list of active advisors currently associated with SMR Strategic Investments, LLC
Warmer can help you find a great advisor at SMR Strategic Investments, LLC or one who fits your needs even better.
SMR Strategic Investments, LLC provides investment advisory and portfolio management services to individual clients, with an emphasis on ongoing portfolio management and financial planning. The firm reports approximately $8.6 million in assets under management across 16 client relationships. The firm's principal holds both CFP and CIMA certifications and combines financial planning principles with investment management practices; the brochure also discloses significant prior experience in options trading and trading-related businesses. SMR notes adherence to a code of ethics and regulatory oversight and maintains privacy controls to safeguard clients’ non-public information. Distinctive features include the combination of an institutional-focused CIMA credential with an active options trading background and disclosed outside business activity as a commercial property co-owner, each noted as limited in time commitment. The firm’s very small client base and stated board service in the nonprofit sector further differentiate it from larger independent peers by indicating a narrow, directly managed client focus.
To learn more about the advisors currently working at SMR Strategic Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Glen Ellyn, IL
| 3
|
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