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Smart Investments, Redlands, Ca.

Services

Managed Account Services

An investment program designed and managed to fit your personal and specific needs is our signature service. No two programs are exactly the same, but they are all based on our long experience in the investment business.

Forecasting short term market trends is a very difficult (we think impossible) business, so our focus is on the U.S and world economy. Keeping personal characteristics in mind, we try to structure each client’s investment program to avoid what we see as upcoming problems, while at the same time attempting to take advantage of positive trends. Of course, there are no guarantees, but we have found that, over time, when executing a plan based upon careful consideration of personal characteristics and market circumstances there will be a higher opportunity for success.

Smart Investments offers each client custom construction, automated transaction services, quarterly update meetings and periodic commentary.

We are here to help. We hope we have an opportunity to help you.

Retirement Plans-

Whether it is a traditional IRA or a 401(k), our trained staff can help you plan for your retirement through an array of investment vehicles.  People typically use a traditional IRA or Roth IRA as their individual retirement vehicles, but we can also help advise you with your state, government and corporate retirement accounts such as 457’s, 403(b)’s and 401(k)’s.  If you are self employed, we will help you decide which retirement program would be best for you and your employees.  With so many options available, we are here to help you navigate through all of the investment choices.


Brokerage Accounts-

Investing is not limited to an IRA or 401(k).  We can help you build a portfolio not just with an IRA but including assets in a joint, trust or individual name. These types of accounts are just one more way that an individual can diversify their portfolio.  We offer many types of brokerage services ranging from sole proprietorships,  college saving accounts such as 529 plans , corporations, individual, joint, trust or estate accounts.  Whether you are planning for retirement, running a business or planning for you child’s college education, we are here to help you plan for life’s events.

Insurance-

In addition to retirement planning using an IRA or an employer sponsored account, we also offer different insurance products to expand your retirement portfolio, with options including Fixed or Variable Annuity products and Long Term Care programs.  Incorporating an Annuity or Life insurance into your portfolio, can give you added protection not only for yourself but for your family.