Firm Philosophy: Smart Portfolios understands that people and markets can behave irrationally and that security prices can fluctuate wildly. We believe risk & return should be measured with an emphasis on recent data, that risk should be calculated using the actual probability of loss or gain (i.e. extreme events or outliers), and that correlation should be sampled as market conditions change. Smart Portfolios constantly re-evaluates risk, return & correlation and rebalances accordingly to optimize portfolio performance.

Firm’s Value Proposition: Smart Portfolios delivers higher alpha with lower volatility when compared to traditional asset allocation models. The firm's advanced analytics can better analyze risk (including outliers), forecast returns, and dynamically monitor correlation. Our goal is superior risk-adjusted returns.