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) 686-3636Website
www.smartportfolios.comRevenue
<$5 MillionIndustry
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
Smart Portfolios Tech Stack
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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... Read More
