LONG TERM SUCCESS
Smulowitz Investment Group seeks to deliver world-class Investment Advisory solutions to a select group of individuals, families and institutions globally, which entails our ongoing high-touch involvement. We are deeply committed to cultivating and fostering close, long-lasting personal relationships with each and every client. We seek clients who share our values and understand our investment philosophy.
We provide our clients with an open architecture platform of innovative investment strategies tailored to meet their specific needs and financial goals.
We believe that an Asset Allocation Strategy is the most important factor for long-term success and that managing portfolios Downside Volatility takes precedence over managing to a target return.
WORKING WITH US
The culture at Smulowitz Investment Group is warm, personable and includes a sense of humor. The ultimate benefit for us is enjoying long-term partnerships built on common values, principals and a Joie de Vivre.
We look forward to meeting you in person to see if there is an alignment.