I am an independent Registered Investment Advisor. As a fiduciary, I work solely in your best interest. I don’t have any management pushing me for more sales or sales teams pushing expensive products on my clients. I find the right clients to work with and we have a long-term relationship together. I don’t use expensive and tax-inefficient mutual funds.  This allows my clients to have more visibility in their capital gains each year, and potentially save money in overall capital gains taxes.

I’ve been in the investment industry for over 25 years. In that time, I’ve had several different roles, giving me a perspective that many other money managers don’t have. I’ve achieved two of the highest certifications in the industry. The Certified Financial Planner (CFP)® and Certified Investment Management Analyst (CIMA)® certifications both demonstrate knowledge, experience, and commitment to continuing education that I believe are required to give my clients the best service.

My newsletter is free to any and all.  If there are any specific topics that you’d like me to cover.  Feel free to offer a suggestion.

Thank you for your time

Shawn Roberts, CFP®, CIMA®

shawn@smrstrategic.com