Welcome Smart Investor is an independent fee-only Registered Investment Advisor based in Rocklin, California, working with clients throughout the greater Sacramento metropolitan area and western United States to help them achieve their financial goals.
Smart Investor provides a range of financial planning services to help clients achieve financial success and security, including wealth management, retirment plans and charitable remainder trust administrative services. Smart-investor.cc~Site InfoWhoisTrace RouteRBL Check
Talis Advisory Services Talis Advisors offers independent investment advice based on Nobel Prize winning research and portfolio design using DFA funds. Dimensional Fund Advisors chooses to work with a select group of fee-only advisors, including Talis Advisory Services, LLC to offer their institutional funds to individual investors. Talisadvisors.com~Site InfoWhoisTrace RouteRBL Check
