Founded in 1979, Securities Management & Research, Inc. (SMR) is an independent investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and institutions. SMR's core mission is to help clients achieve their long-term financial goals through a disciplined, conservative investment philosophy, focusing on asset preservation and steady growth. Their services encompass wealth management, retirement plan consulting, and tailored financial planning.

Founded in

United States