Who We Are
We are a Team of Fee-Only, Independent, and Transparent Financial Advisors.
Founded in 2001 by Allan Henriques, Chairman of the Board, Smart Investor is and has always been a Fiduciary Registered Investment Advisor (RIA). We owe our highest duty of loyalty to our clients and have a moral and legal obligation to always put our clients’ interests first. Through every step of our detailed planning process, we are committed to providing our clients with transparent, objective advice – free from conflicts of interest.
What can you expect?
Comprehensive Financial Planning and Investment Management. Our investment recommendations and planning strategies are developed upon in-depth discovery of our clients’ risk expectations, timelines, and objectives.
No commissions or hidden-fees. Smart Investor provides full disclosure around our fees and compensation. We are compensated only by our clients, and never receive commissions or fees in return for recommending specific investment products.
Unparalleled Customer Service. Our team is committed to exceeding our clients’ expectations. We are dedicated to helping our clients prepare for their financial futures, and honor our commitment to provide ongoing support every step of the way.
Watch this 3-minute video for a timeless message from our Founder, Allan Henriques, about financial fear and achieving what is most important in life.