Simply Smart Asset Management

Who We Are

SimplySmart Asset Management is a innovative investment management firm that offers diversified yield and income portfolios, carefully crafted to reduce risk, taxes, and costs. Our mission is to provide individual investors with a smart, straightforward, and accountable global investment strategy at a low cost.

What We Do

At SimplySmart, we construct and manage customized portfolios for financially independent investors who value simplicity, transparency, and accountability. We focus on generating yield and income from non-correlated investments, reducing overall portfolio risk through diversification, preserving capital, and minimizing current taxes, all at an annual cost of less than 1 percentage point of assets.

How We Do It

Customized Asset Allocation: We design an asset allocation appropriate to your risk preferences, income needs, and the current global market environment. Our portfolios are composed of different fixed income securities, with allocations to other asset classes with low or no correlation to the core portfolio.

Mindful Security Selection: We research and select securities for each asset class that we believe to be the most effective means of investing in that asset class. We emphasize safety, liquidity, and transparency across all security selections.

Continuous Management: Our investment philosophy is based on the belief that investing should not be complicated or expensive to be productive. We continuously monitor and manage your portfolio to ensure it remains aligned with your risk preferences and investment objectives.

Who We Serve

We serve financially independent investors who share our investment philosophy and conviction that investing need not be complicated or expensive to be productive. Our clients value a conservative investing approach emphasizing capital preservation over significant outperformance and seek a globally diverse investment strategy focused on yield and income.

Values

We believe that simplicity is the ultimate sophistication, and our approach is designed to provide our clients with a straightforward, rational investing approach that they would implement themselves if not constrained by time, energy, and resources. We prioritize independence, transparency, and accountability, and reject common practices in asset management that prioritize complexity and opacity.

Investment Philosophy

We believe that investing should be made as simple as possible, but not simpler. Our investment philosophy is rooted in the principles of diversification, risk management, and tax efficiency. We reject the idea that investors must pay a premium for performance delivered and instead focus on delivering consistent, long-term results through a disciplined investment approach.

Conclusion

At SimplySmart, we are committed to providing our clients with a high-quality investment experience that is tailored to their individual needs and goals. We believe that investing should be simple, transparent, and accountable, and we strive to deliver exceptional results through a combination of expertise, experience, and technology.