Smith Pierce, LLC is a Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission, specializing in sustainable asset management for institutional and individual investors.  As a fully independent RIA, our methodologies integrate rigorous quantitative research and company specific fundamental analyses, which are then evaluated within the breadth of the macroeconomic environment.  Our multi-tiered bottom-up, top-down approach is enhanced by meta-evaluations that incorporate our proprietary socially responsible investment (SRI) econometrics. 

Smith Pierce offers clients an array of innovative investment management options and comprehensive financial advisory.  We derive model asset allocation portfolios (“Meta-Folios^SM”) based upon thorough economic assessments, and customize these dependent upon each unique client’s specific needs and objectives, which include factors such as time horizon, risk tolerance, tax treatment and SRI considerations.

To become a Smith Pierce client, simply fill out our Client Profile form here, or contact us for further information: This e-mail address is being protected from spambots. You need JavaScript enabled to view it | 800-554-7704. 

PRINCIPLES 

Mission Statement: To provide institutional and individual investors with the most innovative and transparent, progressively designed investment options and comprehensive financial advisory possible, meeting all needs and objectives of the client, and with the greatest return throughout the investment cycle.

• Smith Pierce accomplishes this mission by effectuating positive change through sustainable investment and development wherever it is viable and beneficial to the mission: in the interconnected economy, in intra and inter-generational equity, and in the environment.

Business Philosophy: The most important aspect of Smith Pierce's business is to be a viable, client-oriented, sustaining and sustainable business, which effectuates positive sustainability changes in business industries through the success of our core operations.  Smith Pierce firmly believes in Corporate Social Responsibility (CSR) and Socially Responsible Investing (SRI), and more specifically that company and shareholder value can be significantly enhanced by adopting sustainability principles and actions, throughout an array of applications in various industries and investment vehicles.

Smith Pierce  is a proud signatory to the Principles for Responsible Investment, developed by a joint effort of the United Nations Environment Programme Finance Initiative (UNEP FI) and the UN Global Compact.  As such, Smith Pierce strives to integrate socially responsible investing at the highest levels in all facets of its investment management, as it may fit the needs and objectives of each unique client.

*For more on what Smith Pierce is doing on a daily basis for its own resource needs and in the social paradigm at large, as a socially responsible business, please explore further in the "Operations" section.

*For more on how our principles are integrated into our client services, please refer to the appropriate links for your interests: Institutions and/or Individuals.