Where We Came From
Two decades of helping investors steward well
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.
Our Timeline
Contact:
If you have questions or would like to speak to someone about SMI Private Client, reach out to us by phone or email.
800-796-4975
[email protected]
Contact Us
Accounts will be established at Charles Schwab Institutional and managed by SMI Advisory Services.
© 2026 by SMI Private Client
© 2026 by SMI Private Client