About Smi Advisory Services, LLC
SMI Advisory Services, LLC, is an SEC-registered investment advisor headquartered in Columbus, Indiana. The firm specializes in helping clients manage portfolios with a stewardship focus, aligning investment decisions with biblical principles for families and charitable giving. They offer expert-driven, actively managed personal investment portfolios using proprietary strategies like Stock Upgrading, Just-the-Basics Indexing, Sector Rotation, Enhanced Dynamic Asset Allocation, Alternatives, and Bond Upgrading. SMI Advisory Services is committed to a fiduciary standard, putting clients' financial interests first. With nearly $160 million in Assets Under Management, they serve over 1,000 private client households and have facilitated over $12 million in donations. The firm provides transparent, fee-only pricing across Classic, Select, and Premier tiers, along with comprehensive client dashboards for performance tracking and account management. Their services extend to strategic giving support, including Qualified Charitable Distributions, donations of appreciated assets, and donor-advised funds, alongside tax-efficient strategies like Roth Conversions and Tax Gain Harvesting. SMI Advisory Services empowers clients in Columbus, IN, and beyond to prudently manage their wealth with wisdom and purpose.
Website: https://smiprivateclient.com/
Office Locations
- Columbus, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $160.0M