About Smith Investment Consultants
Best Investment Consultants in Portland
If you need a business to help you plan your investment or advise on the best path to preserve your wealth, then look no further. At Smith Investment Consultants we can help with independent advice to build legacy and increase and preserve wealth. We are located in Portland. To find out more about how we can help ...
Our Advisory Services
We are passionate and committed to providing you with high-quality services, such as your investment management, legacy planning and wealth preservation. We possess the expertise and professionalism as well as the technical knowledge and licenses to conduct business with the public. We employ fully certified ...
Expertise
Portfolio & Behavior Management
We build and maintain sound portfolios and handle the challenges associated with long-term investing through effective listening and professional counsel. We work hard at changing behaviour that may have undermined investment progress in the past.
Customized Financial Planning
While our core principles are unwavering, we recognize that every investor is different. So, we design plans that are tailored to your needs, your goals, and your life aspirations.
Generational Wealth Counseling
Creating a plan to transfer wealth generationally can be complex and emotionally challenging. We take all the time necessary to understand your true intentions, and work with you to create a plan that provides lasting financial comfort for your family and other potential beneficiaries of your wealth and values.
Retirement Plan Solution
Whatever your vision of the ideal retirement, you will need a long-term plan that ensures stable and sustainable income regardless of unexpected life events or market circumstances. If you are a corporate plan sponsor, we offer modern, lower-cost solutions to meet your employees’ goals and your fiduciary responsibility.