Our Story

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.

  • 1990

    SMI Founded

    Austin 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

  • 2005

    SMI Advisory Founded

    SMI Advisory Services launched with the Sound Mind Investing Fund.

  • 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
  • 2024

    $1,000,000,000
    Managed Assets
  • 2025

    1,000 Private Client Households