SmartMix Portfolios
SmartMix is a personalized portfolio solution for individual investors
Whether you’ve saved $25k or $25M, learn how individual investors like you can get the personalized benefits of professional investment management once reserved for our multi-million dollar clients.
What’s Your SmartMix?
↓↓ THE FUTURE OF FIDUCIARY INVESTMENT MANAGEMENT IS HERE ↓↓
What Fiduciary Investment Management Means to Us
Our compensation is based on how well we do, not what we sell. The better you do, the better we do.
FEE-ONLY
TRANSPARENT
This means you know exactly where your money is & what you’re invested in.
RISK-MANAGED
When the market goes thru periods of extended decline, we take action to mitigate losses.
LIQUID
Lack of liquidity is usually a sign of big commissions. Our clients are always 100% liquid.
PROPRIETARY
We do the work of investing ourselves. This means you can’t get what we do anywhere else.
How much you have shouldn’t determine the level of service you receive.
NO MINIMUMS
“
Our clients come first - when they succeed, we succeed.
Our Proprietary Strategies, Your Personalized SmartMix
We take personalized investing to the next level by combining our proprietary investment strategies into one unique SmartMix for each & every client account we manage.
We do all the trading in each client account for one flat fee - no commissions, transaction charges, sales loads, surrender charges, or long-term commitments. Learn more about our strategies below.
(click on the name of a strategy below for an-in detailed report)
Our wide moat strategy is the foundation of SmartMix. We invest in companies that have a long-term sustainable competitive advantage.
Our Durable Dividend strategy seeks to invest in companies with historically stable & increasing dividends.
Our Super Dividend focus’s on higher-income producing companies. As of 4/1/24, the dividend yield is 5.69%
Our thematic strategy seeks to participate in the growth of disruptive technologies without the risk of individual stocks.
Our Tactical Sector & Style strategies seek to capture areas of the market when they are in favor & avoid those areas out of favor.
Our fixed/alternative strategy seeks to balance out the risk & volatility of the portfolio so you can get & stay invested right through all market conditions.
Your SmartMix
You are unique. Your SmartMix should be as unique as your personal situation, goals, objectives, risk tolerance, income needs, time horizon, tax situation, amount saved, and more.
We will take the time to help you do just that.
Get the Details at a Live Presentation
LEARN ABOUT THE STRATEGIES & HOW TO DETERMINE YOUR UNIQUE SMARTMIX
SmartMix Portfolios Overview
See the exact list of stocks and other investments in each of our strategies
How to participate in the growth of disruptive technologies without the risk of individual stocks
How to invest in stocks of companies who have a long-term, sustainable competitive advantage, without doing any of the work yourself
How to use a scientific framework that won the Nobel Prize for Economics to pin-point the exact level of risk you’re willing to take in each of your accounts so you can get and stay invested right, no matter how many times, or how often, the markets change
How to get all the tax benefits of individual stocks, without placing a single trade or even knowing how to
How to avoid all the internal expenses of mutual funds and annuities (even the hidden ones) without paying another commission, load, sales charge, transaction expense, or hidden cost ever again
MORE
- WHAT YOU’LL LEARN -
RSVP Now:
HOSTED BY:
Eric Hagen - President & Private Wealth Manager
If you have money saved for the future (next year, or 30 years from now), and you either don’t have the time or the desire to manage it yourself, this short presentation is for you. Watch a recording now, or RSVP for our next upcoming event (all live attendees will have an opportunity to ask questions).
Put Your Current Portfolio to the Test
COMPARE YOUR CURRENT PORTFOLIO TO YOUR SMARTMIX
At this 20-min virtual Zoom meeting, we’ll show you 4 key metrics about your current portfolio and compare it to how we would invest your life-savings for you.
Diversification
Risk/Reward
Costs (even the hidden ones)
Performance
Complimentary Proposal
See exactly what your unique & personalized SmartMix portfolio would look like. It all starts with a Risk #. Answer a short questionnaire now to get started. When you’re done, you can send the results to us & we’ll be in touch.
No two investors are the same. We use the latest technology, built on a Nobel Prize-winning framework, to pin-point the exact level of risk our clients are willing to take. We then engineer the risk in a portfolio to fit our clients unique risk preferences and meet their investment expectations with a 95% mathematical confidence.
