Services

Services

Our Services

Engaging the services of SmartWealth can bring you the peace of mind that comes with knowing you have planned prudently for your future. We are an independent investment boutique and committed to providing you with superior wealth management services. We can offer investment advice and comprehensive asset management solutions for all your financial needs. We are dedicated to placing your best interest first. Our entire investment philosophy and delivery of superior services to our clients begins with our core principle to operate in a conflict-free environment.

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Investment Help

Managing money for institutional and private investors all over the world.
Get the support from investment professionals.

Digital – Advisory

professional investment advice at low prices

Wealth Management

You need a financial plan — one that addresses financial needs for every stage of your business life cycle and takes into account your personal financial goals and dreams.

Forecasts & Portfolios

You may select from our comprehensive suite of managed account programs, which are designed for various levels of investment experience and sophistication.

Services Overview

We offer professional Digital-Advisory, tailor-made wealth management solutions and optimized model portfolios based on our proprietary market forecasts and genetic optimization technology.

Digital – Advisory

Because we recognize that saving and investing for retirement is so important, we have developed the first forecast-based Digital-Advisory. Our unique solution will help you to achieve your retirement saving goals.

Wealth Management

Let SmartWealth manage your money, we’ll implement our proven investment strategy and tailor it to suit your individual needs and help you to enjoy better risk-adjusted returns with full transparency.

Market Forecasts & Model Portfolios

Our primary focus is wealth management. However, our goal is to advise institutional investors and to offer tailor-made investment solutions based on our proprietary forecasting methodology. We can help you to achieve your goals fast and cost-efficiently.

We Make Wise Investments