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.
