Investment Management

We offer defensive investment strategies for stability as well as aggressive growth strategies to maximize your earning potential.

Investment Management

Discover the world of smart investing strategies with Smith Anglin Financial. Our Investment Management Services cater to a diverse range of needs. Explore the possibilities:

Learn More

Investment Management

Discover the world of smart investing with Smith Anglin Financial. Our Investment Management Services cater to a diverse range of needs. Explore the possibilities:

Learn More

Investment Management – Service List

Diverse Investment Options

  • Mutual funds, stocks, ETFs, and options
  • Bonds – tax-free and taxable
  • Donor Advised Charitable Funds
  • Alternative investments
  • Structured notes and other options
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Education Planning

  • 529 College Savings Plans
  • UGMA/UTMA accounts for minors
  • Guidance on other educational investment options and strategies
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Certificates of Deposit (CDs)

  • Guaranteed rate of return through Banks (FDIC protected to limits)
  • No risk of principle loss, but some liquidity concerns if needed
  • Higher rates than savings accounts, but lower return than Bonds/stocks
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Unleash the potential of your wealth with our Investment Management
Services. Let us craft a strategy that aligns with your financial aspirations.

Contact us today to learn more

Fill out this form for a complimentary consultation and let the journey begin.

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Helpful Resources

Smith Anglin is Here for You, Learn How We Protect Your Retirement Nest Egg

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Smith Anglin's Investment Philosophy

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What is Socially Responsible Investing?

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