Investment Management
You Are Smart. You Are Well-Educated. You Are Successful.
But Are You Financially Secure?
Like many, you are probably not only worried about the return on your money, but the return of your money. In fact, 69% percent of adults aged 50 to 59 are anxious about outliving their financial resources and 80% are concerned that they will not have the income needed to maintain their current standard of living throughout retirement.[1]
We at Smith, Frank & Partners appreciate these concerns and make it our mission to help you achieve financial security in a complex and constantly changing world.
Individually Designed Portfolios for High-Net Worth Clients
At Smith, Frank & Partners, our goal is to bring asset management solutions that deliver top-tier performance. We work with high-net worth executives and professionals in such areas as:
- Asset Allocation
- Investment Policy Creation
- Multigenerational Planning
We do this by creating a personalized investment plan that is suitable for each client and that provides appropriate risk adjusted returns.
The reputation of Smith, Frank & Partners has been built over the last 25 years by listening carefully to our clients and understanding their financial situations. Our objective is to help our clients successfully work through the maze of investment options and develop a portfolio that allows for flexibility as market conditions change.
Our clients take comfort in putting their trust in the hands of an experienced team that has weathered many financial storms. Trust and respect are vital to maintaining successful long-term relationships with our clients. We understand this and conduct our business in accordance with stringent regulatory and ethical standards.
[1] Study: "Boomers Concerned, but Just Can't Seem to Save," Accounting Today, Vol 20, no. 15, (August 21, 2006): pp.14-23.
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
Smith, Frank & Partners, LLC is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
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