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SmartPro Strategies

Our mission is to create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for. We take a disciplined approach to selecting investments and constructing world-class portfolios, with a focus on adhering to our principles. Our team actively manages the strategies, pursuing opportunity and adapting as necessary.

The Gazelle Strategy

RISK TOLERANCE:

Aggressive

100% Equities | 0% Fixed Income

*Small Account Model*

The Owl Strategy

RISK TOLERANCE:

Aggressive

100% Equities | 0% Fixed Income

The Bison Strategy

RISK TOLERANCE:

Aggressive

100% Equities | 0% Fixed Income

The Eagle Strategy

RISK TOLERANCE:

Aggressive

100% Equities | 0% Fixed Income

*Small Account Model*

The Lion Strategy

RISK TOLERANCE:

Moderate-Aggressive

80% Equities | 20% Fixed Income

The Bull Strategy

RISK TOLERANCE:

Moderate

60% Equities | 40% Fixed Income

*Small Account Model*

The Rhino Strategy

RISK TOLERANCE:

Moderate-Conservative

40% Equities | 60% Fixed Income

The Tortoise
Strategy

RISK TOLERANCE:

Conservative

20% Equities | 80% Fixed Income

The War Chest Strategy

RISK TOLERANCE:

Ultra Conservative

0% Equities | 100% Fixed Income

*Small Account Model*