Smart Value delivers solutions and services that work. It is hard enough running a business let alone keeping up with the constantly changing trends in the financial and investment marketplace that can make or break you. With our expansive knowledge, experience, and expertise in the financial and investment management discipline, Smart Value addresses the rapidly changing needs of today's sophisticated investor.

Information overload, volatile markets, seemingly endless investment choices, and a 24/7 business day can be time-prohibitive for the average investor to independently invest wisely. Smart Value designs and develops unique and proven strategies and makes wise financial and investment decisions for your portfolio. By adhering to time-tested investment strategies and proven methods, Smart Value delivers effective investment plans, strategies, and results.

As a Registered Investment Adviser in Fidelity Investments Institutional Wealth Services Group, Smart Value partners up with a market, financial, research, technology, and industry leader in order to expand your investment choices and protect your assets. To login and view your account(s), please click on the following link: Fidelity Investments. They provide us with the following account services and other benefits:

• Investor online access
   
• Faster account openings
   
• Smoother transfer of assets
   
• Excellent client service and support
   
• Automated fee deduction
   
• Industry insights and best practices
   
• Excellent research and investment products
   
• Up-to-the-minute market news and insights
   
• Fidelity Wealth Services and Retirement Network
   
• Fidelity Advisor CHANNEL platform
   
• Robust line of education and retirement products
   
• Access to thousands of Fidelity and non-Fidelity mutual funds (i.e., the Fidelity Funds Network and the Institutional Funds Network)
   
• Broker-Dealer Services
   
• Clearing and Custody Services
   
• Account/Asset protection (FDIC and SIPC insured)
   
• Client account statements, trade confirms, and tax reports.
   
• Checking and card services

But where do you begin? You want to utilize our powerful investment portfolios but you don't quite know where to begin. You need an investment solution and financial plan that will provide you with maximum returns with minimum risk exposure. That is where Smart Value comes in. Smart Value specializes in designing and developing powerful investment plans and financial solutions that meet your specific needs and deliver real value.

Take a moment to discover what makes Smart Value the best choice for you and your business.