What we do

SimplySmart constructs and manages diversified portfolios for the informed but time-challenged individual investor.

We focus on:

    Generating yield and income from non-correlated investments

    Reducing overall portfolio risk through diversification

    Preserving capital

    Minimizing current taxes

At an annual cost of less than 1 percentage point of assets.

What we don't do

    Try to time the market

    Try to outperform the market by betting on specific stocks or asset classes

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“Everything should be made as simple as possible. But not simpler.” Albert Einstein