Tavares | Winter Park | The Villages

Smart Assets Optimizer™ provides the technology to help improve the financial lives of many investors, particularly those who are just starting out, or those who are seeking a simplified investment-based solution to meet their financial needs, by focusing on simple asset allocation, goal-setting features, and low-cost portfolio management.


Designed to save investors time and money, Smart Assets Optimizer will quickly analyze investment goals, risk tolerance and time horizon to create an investment strategy optimized for that client’s situation, and then select from a wide array of mutual funds and ETF’s from the likes of Vanguard, T. Rowe Price, iShares and others to create an appropriate asset allocation plan.


While Smart Assets Optimizer is not a trading platform, the portfolios are proactively managed with a view on long-term trends and a goal of eliminating short-term emotional decisions.


Smart Assets Optimizer has zero trading fees, zero hidden fees and advisory fees less than those of a traditional financial advisor.





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Charles Schwab

TD Ameritrade