SimplySmart Asset Management

SimplySmart Asset Management provides discretionary, fee‑based investment management and advisory services primarily to individual investors and trusts, with an emphasis on generating yield and income while seeking to reduce fees, current taxes, and overall portfolio risk through diversification. The firm reports roughly $29.4 million in discretionary assets under management and states a cumulative account minimum of $2,000,000 while retaining discretion to accept smaller accounts.

The firm follows a top‑down, asset allocation–driven process that emphasizes principal preservation before growth and constructs individually tailored global portfolios rather than using model portfolios. Portfolios may include ETFs, mutual funds, individual equities and bonds, closed‑end funds, partnerships, and private or illiquid investments; the firm manages accounts on a discretionary basis, monitors positions, and rebalances only when necessary.

Noteworthy characteristics relative to peers include the very small scale of the practice — one advisor and five clients — combined with explicit use of private and illiquid investments alongside traditional public funds. The firm’s senior investment officer maintains substantive external industry and executive roles, and the firm does not vote client proxies, which may differ from many similarly sized advisers.