SMI Advisory Services, founded in 2005, exists to help investors implement portfolios using Sound Mind Investing strategies. We began with mutual funds, launching the Sound Mind Investing Fund (Stock Upgrading strategy). The SMI Dynamic Asset Allocation Fund followed in 2013 and the SMI 50/40/10 Fund in 2015.
In 2016, SMI Advisory Services introduced a more comprehensive and flexible way to utilize Sound Mind Investing strategies by creating SMI Private Client. Private Client provides investors with more investment strategies (Just-the-Basics, Sector Rotation, and Bond Upgrading in addition to Stock Upgrading and Dynamic Asset Allocation), a greater ability to customize portfolios, and a higher level of client service and support.
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1990
SMI FoundedAustin Pryor founded the Sound Mind Investing* newsletter to help people understand Biblical principles for managing their money, earn good returns on their investments, and secure their financial futures.
*Sound Mind Investing Newsletter is a separate, but affiliated company to SMI Advisory Services
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2005
SMI Advisory FoundedSMI Advisory Services launched with the Sound Mind Investing Fund.
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2013
SMI Dynamic Asset Allocation Fund Launched -
2015
SMI 50/40/10 Fund Launched -
2016
SMI Private Client launched for investors with a $250,000 minimum investment -
2017
SMI Private Client Classic tier added for investors with a $50,000 minimum investment -
2018
$500,000,000 Managed Assets Milestone -
2020
$600,000,000 Managed Assets Milestone -
2021
$700,000,000 Managed Assets Milestone -
2023
900 Private Client Households -
2024
$800,000,000 Managed Assets Milestone -
With SMI Private Client, three separate teams are committed to helping you reach your financial goals and providing assistance when needed:
- Portfolio Managers monitor your account(s) on an ongoing basis, placing trades when called for and rebalancing as necessary to make sure SMI strategy allocations remain on target. The Portfolio Managers also review investment decisions and research new opportunities.
- Stewardship Advisors work one-on-one with Select and Premier clients to build portfolios of SMI strategies that meet their risk and return goals. Stewardship Advisors get to know each client’s circumstances to help address cash flow requirements, charitable giving goals, and tax efficiency issues.
- Client Services works directly with Charles Schwab on your behalf to open accounts, facilitate transfers, process transactions, update information, and provide exceptional client assistance.
Mark Biller
Mark Biller is co-founder of SMI Advisory Services and serves as Senior Portfolio Manager of SMI Private Client and the SMI Funds. As Senior Portfolio Manager, Mark has ultimate decision-making authority regarding all portfolio decisions and trading practices. In addition to his duties at the Advisor, Mark has been the Executive Editor of the Sound Mind Investing newsletter for over 20 years. Mark’s financial writings have been featured in a variety of national print and electronic media, and he also appears as a financial commentator for various national and local radio programs. Mark has a B.S. in Finance from Oral Roberts University.
Anthony Ayers
Anthony Ayers is co-founder of SMI Advisory Services and serves as Portfolio Manager of SMI Private Client and the SMI Funds. Anthony is responsible for researching, selecting, and trading each strategy’s investments. Prior to co-founding SMI Advisory, Anthony was co-founder and manager of Omnium Capital which operated private investment funds. Prior to that Anthony served in varying capacities as an analyst and Senior Investment Representative for Charles Schwab and Oxford Group, Ltd. Anthony graduated from Indiana University with a B.S. in Finance. He is a CFA charter holder.
Eric Collier
Eric Collier is co-founder of SMI Advisory Services and serves as Portfolio Manager of SMI Private Client and the SMI Funds. Eric is responsible for researching, selecting, and trading each strategy’s investments. Prior to co-founding SMI Advisory, Eric was co-founder and manager of Omnium Capital which operated private investment funds. Prior to that Eric served in varying capacities as an analyst and Investment Adviser Representative for Webb Financial Advisers and Oxford Group, Ltd. Eric graduated from Indiana University with a B.S. in Finance. He also studied at the University of Maastricht in the Netherlands. He is a CFA charter holder.
Fred Beerwart
Fred Beerwart is co-founder of SMI Advisory Services and has served as the Chief Compliance Officer of SMI Private Client and the SMI Funds, since their inception. Fred’s duties include overseeing and administering the firm’s compliance program. Fred is a co-founder of Omnium Management Company. Prior to co-founding Omnium Management Company in 2005, Fred founded Progressive Packaging, Inc., which is a specialty plastics business. Prior to founding Progressive Packaging, Inc., Fred was the Technical Director for United Films Corporation. Fred graduated from Rose-Hulman Institute of Technology with a B.S. in Chemical Engineering.
Sandra Morrison
Sandra Morrison joined SMI Advisory Services in 2011 and is a Stewardship Advisor. She is an Accredited Asset Management Specialist (AAMS®) and a registered Investment Advisor Representative who holds the Series 65 license. Sandra earned her bachelor's degree in Chemical Engineering from Purdue University. Prior to joining SMIAS, she spent the bulk of her career with DuPont. Outside of work, Sandra enjoys spending time with her husband and three adult children, participating in equestrian activities, sports, design projects and serving God wherever He leads her. Sandra has been blessed to serve God on short-term missions to Honduras, Zambia and India.
Bryce Fathauer
Bryce Fathauer joined SMI Advisory Services as a Stewardship Advisor in 2014. He is a Certified Public Accountant (CPA), an Accredited Asset Management Specialist®, and a registered Investment Advisor Representative who holds the Series 65 license. Bryce graduated with distinction from Indiana University within the Kelley Business Honors Program, after meriting a full-ride scholarship with a research stipend. He double majored in Finance and Accountancy. Bryce, his wife Emily, and their daughters Ashton and Audrey live near Louisville, Kentucky, where they are members of Graceland Baptist Church. Outside of work, he enjoys volunteering as a Court Appointed Special Advocate for Floyd County, Indiana.
Paul Wilkin
Paul Wilkin joined SMI Advisory Services as a Stewardship Advisor at the beginning of 2018. Paul is a Certified Financial Planner (CFP), a Chartered Financial Analyst (CFA), and a Chartered Alternative Investment Analyst (CAIA). Paul graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA), majoring in Economics, and from the Ohio State University with a Masters in Business Administration (MBA), majoring in Finance. Paul and his wife Jan have two grown daughters.
Brian Mondics
Brian Mondics joined SMI Advisory Services as a Stewardship Advisor in 2023. He is a Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and a registered Investment Advisor Representative who holds the Series 65 license. Brian Graduated from Seton Hill University with a Bachelor of Science in Business Administration (BSBA) and from the University of Pittsburgh with a Masters in Business Administration (MBA). Prior to joining SMIAS, he spent the majority of his career in leadership positions with various technology firms. Brian volunteers as a Financial Coach with Connect Financial Ministries and Money Wise. Brian and his wife Gina have two grown sons and live outside of Pittsburgh, PA. Brian is a member of Salina Bible Church. In his spare time he enjoys hiking, and Bible Study Fellowship (BSF).
Isaac Jones
Isaac Jones joined SMI as a Stewardship Advisor in 2023. He is a registered Investment Advisor Representative who holds the Series 65 license. Isaac earned his bachelor’s degree in Finance from Purdue University. While at Purdue, he also completed the core classes under their Financial Counseling and Planning degree. Shortly after their wedding, Isaac and his wife Lexi moved to Columbus in 2023. They are both active members of St Peter’s Evangelical Lutheran Church, and they love spending time with friends and family. In their spare time they enjoy walking, hiking, and going to the gym.
Holly Ward
Holly Ward joined SMI Advisory Services in 2017 as the Client Services Coordinator. She is an Accredited Asset Management Specialist® and graduated with a Bachelor of Science in Business Administration from Western Kentucky University. She has broad experience in client services and a desire to help others achieve their financial goals. Holly and her husband, Randy, have two adult sons and enjoy spending time with their family. They are active members of Community Church of Columbus and regularly serve in El Salvador on short-term mission trips.
Denise Lucas
Denise Lucas joined SMI Advisory Services as the Technology Services Coordinator in 2017. She is an Accredited Asset Management Specialist® and a graduate of Ivy Tech Community College with a degree in Business Administration. Denise and her husband Rodney enjoy the outdoors be it walking, hiking, biking, or just working out. They have one grown son, Michael (Ashley) and two beautiful grandchildren. They reside in Columbus, Indiana and are members of Community Church of Columbus.
Vicki Perkins
Vicki Perkins joined SMI Advisory Services in 2018 as the Client Services Assistant. She graduated from Purdue University with a Bachelor of Science degree in Animal Science with an Animal Agribusiness concentration. She is in charge of the lesson program for students who show competitively at a local equestrian facility where she is also a civilian member of the MDI Ceremonial Unit Caisson Platoon for the Indiana National Guard. She and her husband, Tim, have two grown sons and love spending time with their family. They enjoy traveling, camping, and hiking and reside in Columbus, Indiana where they are members of The Ridge church.