Smarter And Wise

Overview

Smarter And Wise is an independent Registered Investment Adviser organized as a limited liability company and operated by an individual owner. The firm serves a primarily individual and family client base and functions as a capital allocator, blending financial planning and discretionary portfolio management with advisory services that include selection of other advisers. Smarter And Wise charges a mix of percentage-of-AUM, hourly, and fixed fees, and provides pension consulting and small-business portfolio management in addition to individual planning. Investment activity leans toward pooled, professionally managed public vehicles rather than concentrated single-stock bets. The firm does not identify as an active ESG investor and operates on a single-state basis. An affiliation with real estate brokerage activity informs part of its alternative-investment approach and sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices