Our Service Philosophy
Smith, Frank & Partners provides its clients with the best of both investment worlds by successfully blending the research platform and technology of "big box" firms with the entrepreneurship and service philosophy of "boutique" asset management houses. Client service and professional experience ultimately define what you can expect from Smith, Frank & Partners.
Just as a doctor examines a patient before diagnosis and treatment, our team works with you to assess your unique financial goals and needs prior to establishing an investment plan. This is the most essential component of Smith, Frank & Partners' service philosophy.
Our commitment to service translates to the following:
- Formal evaluation of accounts at regular intervals
- Frequent and personal communication with investment advisors
- Customized investment portfolios which address your unique financial goals and needs
- Strong focus on risk-adjusted returns
- Legacy planning
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.