Smith Capital Management, LLC

Where cost are disclosed, procedures are transparent and performance is benchmarked

Investment Management

No one can predict markets 100% of the time, but we can stay prepared to respond accordingly. I use sophisticated technology and technical analysis to actively monitor trends and I use a rules-based approach to make investment decisions. Our goal is to make a reasonable return in all types of market environments.

Retirement & Social Security Planning

Retirement is not about some arbitrary number; it is about being able to produce a predictable and dependable monthly income. You do not have to tie your money up in expensive investment or insurance products in order to do this. We can also help you maximize your Social Security benefits. You need a plan, and you should start as soon as possible. Time can be one of your greatest assets or your worst enemy.

Medicare Insurance Consulting

As a Medicare beneficiary, you have important decisions to make about the future of your healthcare. Unfortunately, understanding the “ins-and-outs” and selecting the right plan can be challenging.

Visit www.ask.medicare247.org for more information on how we can help you.

Experience

Prior to forming Smith Capital Management Edward Smith spent 18 years as a financial adviser to small businesses owners. Since starting Smith Capital Management, LLC in March of 2009, Edward has provided financial advice and portfolio management for individuals, families, and company retirement plans. In addition to being a Registered Investment Adviser, Edward has been a licensed insurance agent, helping clients properly implement the right types of insurance protection for their specific needs since 1991. Edward holds the Chartered Financial Consultant (ChFC) designation from the American College, The Chartered Retirement Plans Specialist (CRPS) designation from The College for Financial Planning, The Accredited Investment Fiduciary (AIF) designation from The Center for Fiduciary Studies. He lives in Loveland, Ohio with his wife Kim of 40 years and a spoiled Poodle mix named “Murphy”. They have three adult sons Jonathan, Joshua and Jordan.

Services

Investment Management

I manage investment portfolios for a fee. There are no hidden fees or commissions that go to me. What I am paid and how I earn it is fully disclosed up front. By using low cost ETF’s and Individual securities we can lower the overall management cost compared to most mutual fund or annuity products. If for any reason you are unhappy you can leave at anytime without it costing you any exit fee. It would be my pleasure to review your investment portfolio. We can review what you are currently paying for the services you are receiving as well as the results and then you can determine if you feel I can be of service to you.

Insurance Products

I offer assistance in getting the right types of coverage in place, to make sure you are properly protected. A good investment portfolio can be catastrophically affected by having the wrong or inadequate coverages. I offer guidance with all types of insurance, although our main focus is Medicare insurance coverages. For more information visit our additional website. www.ask.medicare247.org

 

Retirement &Social Secuity Planning

I offer assistance in helping my clients plan their retirement through making good investment decisions, defining income needs, maximizing their Social Security income options and mitigating loss through proper insurance planning.