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Why Smart?

There are lots of reasons to choose Smart! Smart Portfolio helps you build long-term wealth at any time—regardless of your financial background or level of investing experience. It’s an excellent option for those who are looking for a “set-it-and-forget-it” approach to investing. Smart Portfolio is  administered by investment experts that continuously monitor your holdings and keep it consistent with the amount of risk that’s right for you. 


DISCLOSURES

A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage. The Investment team built these portfolios with the goal of optimizing risk-adjusted returns achieving this through utilizing the diversification benefits highlighted by modern portfolio theory. Portfolios aim to optimize returns given client’s risk profile. Stash does not guarantee any level of performance or that any client will avoid losses in the client’s account. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal.

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