Welcome
I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Our processes are geared to those with $500,000 or more.
FEATURED REPORT
BULLETIN BOARD
- Whenever the market is up or down 100 points, the 100 Point Commentary posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
- See Special Reports for the January On the Markets featuring "More Stimulus, Please" in which Jeff Applegate, our chief investment officer, and Charles Reinhard, senior investment strategist, explain why fighting the financial crisis and deepening recession demand more monetary and fiscal stimulus.
- One of the real joys of holiday season is the opportunity to say "Thank You" and to wish you the very best for the New Year.
Allison Smoot is licensed in the following state(s): AZ, CA, CO, DC, FL, GA, ID, KS, MA, MD, MN, MT, NC, NV, NY, OH, OR, PA, TX, UT, VA, WA, WY
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
