It took me a while to find someone who could accomplish what I needed for my company. I have to say it was well worth the wait. Investment Smart is a team of real professionals who showed their hard work, patience, and professionalism, and they far exceeded my expectations.
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Small Cap Dividend Equity
Long-only strategy that seeks to outperform core small cap indexes with less volatility and low tracking error
Long-only strategy focused on both growth and wealth preservation through investments across all market caps
Large Cap Equity
Long-only strategy focused on long-term large cap opportunities with high quality bias and relative value tilt