Our Services

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Assessment of viability, stability, and profitability of a business, sub-business or project.

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our Investment Management Services help you pursue your financial needs as they grow and change.

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This service offers a variety of benefits to boost your sales and suit your company fixed income.

Our Mission

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Our Investment Principles

Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.

Benefits & Risk

Advantages of Managed Funds

The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.

Diversification

Potential wealth generation

Cost-effective investment

Access to a range of assets

Geared exposure

Underperforming investments

Why Clients Choose Us

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Competent Professionals

We work in an atmosphere of trust and camaraderie, where partners help each other.

Superior Service

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We are committed to providing clients with the best value and service in the industry.

Competitive Pricing

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Together, we can enable your business to achieve even more.

Investment Smart leads the industry in wealth management. Our independent RIA and broker services are powered by over 20 years of industry experience.

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Meet Our Team

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Amanda Smith

Business Expert
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John Doe

PR Manager
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Vanessa Ives

Marketing Expert

Facts and Numbers

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1450

Trusted Clients

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18

Awards

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21

Years of Experience

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16K

Experts

Investment Calculator

Results: You will need to contribute $3,318.33 at the end of each month to reach the target of $1,000,000.00.

Your Target ($)

Starting Principal ($)

Invest at the end of each

End Balance $999,999.80 Total Interest $382,700.24 Total Principal $617,299,56

Duration (years)

Average Return (%)

Balance Accumulation Graph

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Testimonials

The Best Investment Management Comapnay

It has been a pleasure to work with Investment Smart and their team of investment experts. They offered me a quick and easy solution to my business investment strategy that will surely help me in handling my future spendings. I'm glad to cooperate with this qualified team.

Highly Professional Team

Working with Investment Smart has been a great experience. An exceptional group of people who are well versed in all legal, accounting, and compliance aspects of fund administration for onshore or offshore funds. I highly recommend them.

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A Team of Dedicated Investment Management Specialists

It took me a while to find someone who could accomplish what I needed for my company. I have to say it was well worth the wait. Investment Smart is a team of real professionals who showed their hard work, patience, and professionalism, and they far exceeded my expectations.

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Latest News

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What the Right Asset Allocation for Investors

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How Return Assumptions Affect Investor Behavior

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Deconstructing 30 Year Stock Market Returns

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Why Money Manager Due Diligence is so Difficult