What If You Could Implement SMI Strategies Effortlessly — and Tailor Them Uniquely to You?
With SMI Private Client, the strategies you’ve trusted are implemented, monitored, and rebalanced for you every day. Once your funds are moved over, you never have to place a trade, track a rebalance, or worry about missing an update — it all happens behind the scenes.
Your portfolio is uniquely tailored to your goals, stage of life, and risk tolerance. You keep the SMI approach, but with professional management that makes it effortless, personal, and consistent.
SMI Private Client By The Numbers
19+ Years of Experience
$1.1 Billion+ in Assets Managed
975+ Households Served
$9 Million+ Directed to Charitable Giving
The Same SMI Approach — Without the Work
Personalized to You
Your portfolio is carefully built around your goals, stage of life, and risk tolerance. This ensures you stay true to the proven SMI approach while making it uniquely your own, giving you confidence that your plan truly reflects your needs.
Actively Managed
Every trade, rebalance, and update is carried out for you daily. Our team continually monitors the markets and your portfolio so it stays aligned, without you ever needing to place a trade or worry about missing an update.
Defensive by Design
SMI strategies include built-in protections designed to help guard your portfolio against major downturns. By combining offensive growth with defensive discipline, you can pursue long-term results while reducing exposure to severe losses.
Stewardship Focus
Guided by biblical stewardship principles, we help you manage wealth with wisdom and purpose while always putting your interests first. As fiduciaries, we provide ongoing monitoring, strategic giving support, and continuity for your family — with strong safeguards and the security guarantee of Schwab.
When Doing It Yourself Becomes Too Much
Many former SMI members tell us the same thing: they didn’t have the time or energy to keep up with the strategies. That’s exactly why we created SMI Private Client — so you can stay with the approach you trust, without the burden of managing it all yourself.
Why SMI Private Client Might Be Right for You
Free Yourself From the Burden
Managing trades, updates, and rebalancing takes time and attention. SMIPC lifts that weight so you can stay invested with confidence, without the stress of handling every detail on your own.
Professional Oversight
Our team monitors your portfolio daily and makes the adjustments you can’t always catch. That means you benefit from disciplined, expert execution that goes beyond what’s realistic for most DIY investors.
Continuity for Your Family
When life changes or a spouse passes away, SMIPC provides seamless support with account transitions, beneficiary updates, and ongoing guidance — ensuring your plan continues without disruption.
Backed by Schwab
Your SMIPC account is held at Charles Schwab, one of the most trusted custodians in the industry. That means your money is safeguarded with Schwab’s security protections while being actively managed according to SMI’s proven strategies.
Invest With Confidence, Without the Burden
The SMI approach doesn’t change — what changes is who carries the weight. With nearly 20 years of experience and more than $1.1 billion in assets under management, our team takes care of every trade, rebalance, and adjustment so you can focus on living with clarity and purpose.
Today, over 975 households trust SMI Private Client to manage their portfolios, and together they’ve directed more than $9 million in charitable giving through our strategies. It’s the SMI way, only easier, steadier, and personally managed for you.
Ready to take the next step? Discover how SMI Private Client can put the strategies you trust to work in your portfolio — without the burden of managing it all yourself.
