Stuart leaves no stone unturned. He applies his strong attention to detail to Advus’ investment manager research framework to help ensure all critical areas of evaluation are addressed. He does the same when managing client portfolios to help optimize allocations along multiple dimensions including asset allocation, asset location and investment vehicles. Stuart’s responsibilities include client portfolio management, strategic asset allocation, investment manager due diligence and capital market research. He specializes in identifying investment managers who can consistently provide superior value to client portfolios as well as structuring portfolios
Stuart Smith
Portfolio Manager
Advus Financial Partners LLC
United States, Florida, Winter Park
About Me
Profile Information
Portfolio Manager
Advus Financial Partners LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Winter Park
Florida
United States
Jul 31, 2024
Work Experience
Advus Financial Partners LLC
Portfolio Manager Jun 2021 - Present
Email: ssmith@advuspartners.com
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