Earning Your Trust. Every Investment. Every Market. Every Recommendation. Every Strategy. Every Return.

SmartValue Investment Management LLC (SmartValue), a Registered Investment Adviser, provides sound investment recommendations and powerful investment selection, asset management, portfolio servicing, asset allocation, diversification, education & retirement planning, and wealth management services and solutions.

SmartValue specializes in making “smart” investment decisions for your portfolio. Effective money management and investment success requires more than just luck - it takes specialized research and analytical capabilities, knowledge of the marketplace, and an in-depth understanding of how historical patterns can guide the probabilities of future outcomes.

SmartValue develops your financial and investment plans using proven financial and investment strategies, techniques, and methodologies that have stood the test of time. SmartValue employs strategies and techniques whereby the plan is periodically reviewed. Using this reiterative prototyping process, necessary adjustments can be made at critical times throughout the year to maximize investment performance and minimize risk.

SmartValue is a strong advocate of basing investment decisions on thorough calculations and studies of value rather than guessing and speculating whether prices or the stock market will be higher or lower next week or next month or next year. SmartValue creates solutions to help our clients manage and build wealth over the long-term. The process starts by discussing your financial goals and determining what value you wish to target for your assets at a particular future time.

Our goal is to provide you with useful information about our company, the financial markets, and investments which makes it easier for you to do business with us. SmartValue provides you with courteous, expedient, and professional service of the highest caliber. Browse our Web site for more information about SmartValue Investment Management. If you have any questions, please e-mail us at support@smartvalueinvmgmt.com or call us at (203) 453-1077.

Thank you for visiting and SmartValue looks forward to working with you.