Smart Portfolios

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

17865 Ballinger Way NE, Lake Forest Park...

Phone Number

(206) 686-3636

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Smart Portfolios

Smart Portfolios specializes in advanced risk-managed investment strategies, utilizing scientific methods developed by a Nobel Prize-winning economist to enhance asset allocation models for investment professionals. Their Dynamic Portfolio Optimization model aims to accurately measure risk and expected returns, allowing for optimized risk-adjusted returns. The company focuses on managing risk throughout the investment process, from individual investment selection to overall portfolio design. Smart Portfolios targets investment professionals seeking to improve their strategies through superior risk management and asset allocation techniques.Explore more
Smart Portfolios's Social MediaPopular SearchesSmart Portfolios LLCSmartportfolio.com IncSmartportfoliosSmart PortfoliosPortfolio Iq LLCSIC Code 62,628NAICS Code 52,523Show more

Smart Portfolios Org Chart

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Chief Technology Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smart Portfolios

<$5M
1-10
Private
-
2010
PS
Pio SuarezChief Technology Officer
$8.6M
11-50
Private
<$5M
1988
BN
Beck NygardSenior Vice President, Wealth Advisor
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
1-10
Private
<$5M
2017
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
11-50
Private
-
2003
CB
Craig BuhrFinancial Advisor
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Smart Portfolios is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Smart Portfolios is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Smart Portfolios.

Smart Portfolios Tech Stack

A closer look at the technologies used by Smart Portfolios

Top Finance Companies

Frequently Asked Questions Regarding Smart Portfolios

What is Smart Portfolios's official website?
Smart Portfolios's official website is www.smartportfolios.com
What is Smart Portfolios's Revenue?
Smart Portfolios's revenue is <$5 Million
What is Smart Portfolios's SIC code?
Smart Portfolios's SIC: 62,628
What is Smart Portfolios's NAICS code?
Smart Portfolios's NAICS: 52,523
How many employees does Smart Portfolios have?
Smart Portfolios has 1-10 employees
What industry does Smart Portfolios belong to?
Smart Portfolios is in the industry of: Finance, Securities Trading
What is Smart Portfolios competition?
Smart Portfolios top competitors include: Evanson Asset Management, Telos Capital Management, The Institute for Wealth Management, Columbus Macro
What technology does Smart Portfolios use?
Some of the popular technologies that Smart Portfolios uses are: Cloudflare CDN, Google Font API, Microsoft 365, Font Awesome
Who is the CTO of Smart Portfolios?
Smart Portfolios's CTO is Pio Suarez
How do I contact Smart Portfolios?
Smart Portfolios contact info: Phone number: (206) 686-3636 Website: www.smartportfolios.com
What does Smart Portfolios do?

Smart Portfolios specializes in advanced risk-managed investment strategies, utilizing scientific methods developed by a Nobel Prize-winning economist to enhance asset allocation models for investment professionals. Their Dynamic Portfolio Optimization model aims to accurately measure risk and expected returns, allowing for optimized risk-adjusted... returns. The company focuses on managing risk throughout the investment process, from individual investment selection to overall portfolio design. Smart Portfolios targets investment professionals seeking to improve their strategies through superior risk management and asset allocation techniques.Read More

What are Smart Portfolios social media links?
Smart Portfolios Linkedin page Smart Portfolios Twitter page
Is Smart Portfolios a public company?
Smart Portfolios is private company therefore does not currently have an official ticker symbol
See more information about Smart Portfolios

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