UNEP FI / PRI

The United Nations Environment Programme Finance Initiative (UNEP FI) is a unique global partnership between the United Nations Environment Programme (UNEP) and the private financial sector, advocating for "Principles for Responsible Investment," of which Smith Pierce is a proud signatory. 

 

Meta-Folios: Asset Allocation Models PDF Print E-mail
Our baseline investment portfolios reflect three, thoroughly researched and market tested primary asset allocation models.  Because of the proprietary techniques we have utilized in their creation, and in their ongoing management, we refer to these portfolios as Meta-FoliosSM:


Meta-EssentialSM, for Moderate Growth & Protection
Meta-WorldSM, for Balanced Growth & Income
Meta-GrowthSM, for Aggressive Growth

Through client interactions and market analysis, we assess the best fit of our model asset allocation portfolios for each individual client.  We then proactively customize the client’s portfolio based upon each client’s unique risk tolerance, market conditions, investment goals and time horizons, among other important factors.

Feel free to click on any of the below Meta-FolioSM pie charts and/or informational fact sheets.  A suspended window will open in which you may browse back and forth between images:

 

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.

*Past/present performance is no guarantee of future performance; investments have inherit risks and portfolios or individual investments may gain or lose value.  Investment decisions should not be made solely on asset allocation pie charts, nor any representation thereof.  Thoroughly consult with a Smith Pierce Investment Advisor before making any investment decisions related to these representations.

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Sustainable Investments...

seek to maximize monetary value by maximizing environmental and social values. 

This inclusion is not treated as a compromise at Smith Pierce, but rather as a potential for significant enhancement to all of the aforementioned objectives. 

That is why, everyday, our ideas and actions are making our SRI practice exceptional. SM

Social K

Smith Pierce has partnered with Social(k) to provide a groundbreaking paperless retirement platform for 401(k) and profit sharing plans. Currently offering more than 2000 funds to choose from - included in these funds are approximately 150 Socially Responsible funds, Judeo Christian funds and traditional funds: with a breadth of styles ranging from actively managed funds, index funds and lifestyle funds.

DJSI

Launched in 1999, the Dow Jones Sustainability Indexes are the first global indexes tracking the financial performance of the leading sustainability-driven companies worldwide.