Smi Advisory Services, Llc
No matter where you are on the spectrums of age, wealth, investing experience, or risk tolerance, SMI Advisory Services has strategies that are designed to meet your needs. Each of our strategies is a quantitative approach to investing; this means that each strategy relies on quantitative analysis to guide each move. Our investment management services are designed for investors who recognize the tremendous potential of Dynamic Asset Allocation, Bond Upgrading, Fund Upgrading, and Sector Rotation, but who prefer to have the strategies implemented for them by professionals. Solid strategies and management you can trust are two of the key ingredients you should look for in choosing an investment manager. We believe the SMI Advisory Services offer both, and we invite you to examine whether we may be the right fit to help you pursue your financial goals.
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Verified contacts
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LinkedIn employees
9
1 to 10 range
Open roles
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Distinct roles
3
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Bryce Fathauer
Stewardship Advisor · Finance & Accounting
EmailPhone - IJ
Isaac Jones
Stewardship Advisor · Finance & Accounting
EmailPhone - SM
Sandra Morrison
Stewardship Advisor · Finance & Accounting
EmailPhone
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Top roles at Smi Advisory Services, Llc
3 distinct titles indexed · top 3 shown.
- 3stewardship advisor
- 1portfolio manager
- 1technology services coordinator
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