Simplysmart Asset Management, Inc

SimplySmart Asset Management, Inc.("SimplySmart") manages investment portfolios for the informed but time-challenged individual investor. We believe that investing need not be complicated or expensive to be productive. SimplySmart focuses on what matters most: reducing fees, taxes, and risk through diversification.* Global portfolios of indexed Exchange Traded Funds (ETFs).* Rebalanced according to principles of Nobel Laureate and mentor William F. Sharpe.* Constructed and managed to minimize current taxes. Our clients seek:* A globally diverse investment strategy that minimizes costs and current taxes, where value added is not achieved through attempts to time the market, but through careful and ongoing control of costs, risk, and tax liabilities.* Independence, transparency, and accountability.* A straightforward, rational investing approach that they would implement themselves if not constrained by time, energy, and resources. The simplicity of a global index fund with mindful rebalancing and tax management.