A SMARTER WAY TO INVEST
SEC RegisteredWhat's Your Investment Discipline?
About the firm
A Smarter Way to Invest is a Third-Party Investment Adviser (TPIA) that offers flexible and customizable Separately Managed Accounts (SMAs) to financial advisors. The firm integrates with advisory teams to provide portfolio management services, including custom blending of strategies, dollar-cost averaging, flexible cash buffer management, and direct access to experienced portfolio managers. Their goal is to enhance financial advisory practices and help advisors deliver superior investment management services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
SMA customization with flexible asset allocation and customizable model portfolios; direct access to portfolio managers for one-on-one consultations and real-time advice; investment flexibility through diverse investment vehicles and tactical asset allocation strategies; flexible SMA and Hybrid TAMP formats with billing structures including Wrapped, Unwrapped, and Signal Provider; performance reporting and billing management.
Who they serve
Financial advisors and their clients, including RIAs and IARs seeking customizable investment management support.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. A SMARTER WAY TO INVEST has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched