Smart Investments Advisory Inc., based in Redlands, California, is a registered investment advisory firm specializing in personalized asset management and retirement planning services. Founded in 1991 by Barrick Smart, the firm emphasizes a client-centric approach, tailoring investment strategies to individual financial goals and risk profiles. Their offerings include managed accounts, retirement plans (such as IRAs, 401(k)s, 403(b)s, and 457 plans), brokerage services, and insurance products like annuities and long-term care coverage. Smart Investments operates through a Managed Account program, constructing portfolios based on clients’ financial needs and objectives. The firm collaborates with Western International Securities for brokerage and custodial services, ensuring comprehensive support for clients’ investment needs.