Smart Management Services, Inc. is recognized as the first company founded by independent financial advisors to be registered with the Philippines Securities and Exchange Commission (SEC) as an Investment Adviser. The company's mission is to deliver professional and objective investment advice tailored to help clients achieve their specific financial goals. Their services include creating personalized Investment Policy Statements (IPS), comprehensive financial planning, and ongoing portfolio management, focusing on a client-centric approach to wealth building and preservation.

Founded in

United States