At David Smith Advisory, our investment strategies are based on historical academic research, which enables us to establish long-term plans free from the noise of the current-day media. We work with several institutional mutual fund companies which are not available to the retail client. By working with these companies, we are able to accurately design portfolios that fully capture market rates of return.
We understand where returns are generated and point our portfolios in that direction, depending on the level of volatility a client is willing to accept. David Smith Advisory also takes precautions to protect our clients. All client assets are held in custody by Fidelity, which also confirms the value of the investments and provides statements. Fidelity is a member of the Securities Investor Protection Corporation, which offers investor protection.