Smith Patrick is committed to providing the best solutions to our client’s needs. It is our goal to provide our clients with the tools and know how to develop their financial goals and the resources to make it a reality.

 

We strongly believe that clients should have a clear, easily accessible snapshot of their current financial position.  Clients should be provided the information that they need to understand where they are and how they got there. Clients should have a plan to measure progress towards their long-term goals.  To enable our clients, we provide our services in two ways:

 

Financial Planning and Investment Policy Statement (IPS) Design

 

Portfolio Management Services

 

Often is the case that clients have very specific needs that require consulting work. In these situations that do not fall into our traditional services, we determine the client’s needs and the requirements and engage in an advisory agreement based on satisfying the clients request and the level of effort required.