PARTNERING TO MEET YOUR
INVESTMENT AND STEWARDSHIP GOALS
SMI Private Client helps investors manage their portfolios prudently, so they can provide for their families and give more generously to fulfill God’s purposes. We believe Christians are stewards of the resources God has entrusted to them. Our job is to help clients manage money in ways that honor Him.
18
Years of Experience
$1.1B+
in Managed Assets
$8M+
in Donations Processed
950+
Private Client Households
SMI Advisory Services information as of 10/31/2024
Private Client Benefits
creating value for you
Professional
Management
SMI
Strategies
Stewardship
Focus
Personalized
Portfolios
Transparent
Cost
Client
Dashboard
Private Client Tiers
invest with us
Classic
$50,000
minimum investment
1.00%
Annual Management Fee
Select
$250,000
minimum investment
  • Dedicated Stewardship Advisor
  • Live Phone Support
  • MoneyGuide Access & Assistance
  • Social Security Claiming Analysis
0.95%
Annual Management Fee
Premier
$1,000,000
minimum investment
  • Dedicated Stewardship Advisor
  • Live Phone Support
  • MoneyGuide Access & Assistance
  • Social Security Claiming Analysis
  • Reimbursement of Transfer Fees from Prior Custodians*
  • Tax Return Analysis & Strategies
*reimbursed via billing credits, up to $750 per household
0.85%
Annual Management Fee
Portfolios below $50,000 are encouraged to consider the SMI Funds , which are run by the same SMI Private Client management team.
Choose SMI Private Client
  • Diversified portfolio of Sound Mind Investing (SMI) strategies
  • Custom allocations to fit your personal circumstances and risk tolerance
  • Advanced SMI-focused online reporting tools
  • Support in achieving your financial and stewardship goals
  • Select & Premier clients work directly with a dedicated Stewardship Advisor