Registered Investment Advisor & Commodity Trading Advisor

Investment Management, Research & Financial Strategy 

SMI Management & Research LLC

 

 

 

 

 

 

 

About SMI Management & Research

SMI Management & Research LLC is a Damariscotta Maine based Registered Investment Adviser providing investment management and financial strategy for retirement and cash flow planning to individuals, families and trusts since 2004.

Clients can benefit from a unique portfolio strategy activity employing directional management seeking to reduce risk and enhance returns throughout all market environments. Please reference supporting historic return information under Portfolio Returns tab.

Estate and tax planning services are also offered in conjunction with a client’s respective legal and accounting professionals. The firm currently manages $40 million in assets on behalf of more than 100 clients.