We enjoy working with our clients and are proud of a long history of honesty, integrity, and supporting our client's financial goals. Simply stated, our mission is to help you invest your money wisely so that you can experience joy in your life and pursue your dreams without undue worry about money. We identify what you want, develop a plan of how you can get there, and then take action to get it done.
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Simply stated, our mission is to help you invest your money wisely so that you can experience joy in your life and pursue your dreams without undue financial worries. Smith Asset Management was formed by Frank Smith to make sure the best interests of his clients came first!
After almost 20 years in the investment business, he saw how large financial institutions and even smaller private firms put their own objectives ahead of the interests of their clients.He knew there was a better and more ethical way of managing investments! So Frank left a senior management position with a large bank and created Smith Asset Management with those objectives in mind.
After almost 20 years in the investment business, he saw how large financial institutions and even smaller private firms put their own objectives ahead of the interests of their clients.He knew there was a better and more ethical way of managing investments! So Frank left a senior management position with a large bank and created Smith Asset Management with those objectives in mind.
Our clients recognize the benefits of working with us and choose us for several important reasons. Our solid reputation among clients, other professionals, and in our community was built over many years. We work hard to make sure it is not tarnished. Our industry experience in making investment decisions spans more than 35 years and includes equity analysis at a premier Wall Street firm and portfolio management for institutional clients.
Over your lifetime, you'll pass through three separate investment phases. Each phase poses a different set of objectives and challenges. Each phase requires a different set of portfolio management strategies to move successfully through them. Frank Smith is the only Investment Advisor in Bucks County to have earned the advanced professional certifications of Chartered Financial Analyst(R) and Retirement Income Certified Professional(R).
Smith Asset Management is a Bucks County, PA-based independent, fee-only financial advisor serving affluent individuals and corporations in Pennsylvania and New Jersey. We were founded in 1997 based on the principles that the welfare of our clients always comes first and that quality investment advisory services could be provided at reasonable rates.
A seasoned Investment industry veteran with 40 years of experience, Frank launched his own award-winning investment advisory firm in 1997, and has managed more than $1 billion in investments and developed custom investment plans for 1,000s of clients. Prior to forming Smith Asset Management, Mr. Smith held senior-level positions withCoreStates Bank and US Trust Company.
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