Mobile devices, online messaging, video calls, email — all these technologies promised to save us time. Instead, they’ve raised our expectations about how much we can get done each day! Perhaps we should heed the words of Leonardo da Vinci, who reportedly said: “Simplicity is the ultimate sophistication.”

SMI can’t simplify all of your life, of course. But if you have a complicated array of investment accounts, we can help you organize them into a single, simplified portfolio.

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