Tailored Management

Portfolio Management Tailored To You

By taking the time to get to know each of our clients, we have been able to help countless investors design and implement an investment plan that puts the future they envision within their reach. Because no two investors are the same it is important that your portfolio be customized specifically to you. You need to know that your investment advisor understands your goals, and is managing your portfolio … [Learn More]

Investing With Our Firm

Investing With Our Firm

  Your Security At Mark Smith Financial Services your comfort and security is our number one concern. In order to ensure absolute transparency, all our client accounts are held at well-known, third party custodial institutions, that specialize in asset custody and administration. We utilize modern day technology to ensure you are never out of touch with your investments. Whether at your desk or away … [Learn More]

We Are Socially Responsible

Socially Responsible Investments

  Over time, due to our own consciousness and client desires, we have developed expertise in the selection of “socially responsible mutual funds.”  These funds have missions of screening out companies that  would be considered to be involved in undesirable social practices (tobacco, weapons of war, negative employment practices  – the list is extensive) or the opposite – to invest in companies that … [Learn More]