Smartstreet Investments

Overview

Smartstreet Investments is a small, fee-based registered investment adviser that focuses on portfolio management for individual and family clients as well as small businesses and institutional entities. The firm charges a percentage-of-assets fee and positions equities at the center of its investment approach, using exchange‑traded securities as the primary building blocks of client portfolios. Smartstreet does not present itself as an ESG-focused manager and does not operate as a multi‑state adviser. The firm’s activity indicates a concentrated, equity‑first mandate with selective use of third‑party alternative managers for diversification. Advisory services emphasize discretionary portfolio management rather than broad capital allocation or pension consulting. Client relationships are direct and asset-centric, reflecting an individualized approach given the small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices