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"We measure performance within the context of clients' long-term financial goals."
Katherine A. Marx

Katherine A. Marx

As an Investment Analyst at Smith, Frank & Partners, Katie dedicates herself to researching and pursuing the investment solutions used to create tailored portfolios that help clients achieve their specific financial independence goals.

Who are our typical clients?

Our clients are typically executives at private and public companies, business owners, professionals and pre- and post-retirees. I assist them in managing their unique financial situations and help them plot a course through the countless financial decisions they face.

What can you expect from me?

My objective is to recommend an asset allocation that is compatible with our clients' goals and needs. In order to accomplish this, clients can expect a dynamic investment strategy designed to meet their goals while taking into account their risk tolerance and time horizon. I regularly and systematically review portfolios and am always available to discuss any questions or concerns.

Something you may not know about me...

I graduated from University of North Texas with a bachelor of business administration in finance.  My husband and I live in Lewisville, Texas. When I moved to Texas from Montana to attend college, I brought my love of the outdoors with me. I enjoy fly fishing, hiking, reading, traveling and sports.