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Portfolio Management

The experts at Smith Jones offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At Smith Jones we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

Contact us today for specialist assistance with investments!

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What We Do

We've also developed our traditional auditing and accounting practices into innovative client-focused services.

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Who we are

At Smith Jones we aim to provide you with advice when your business needs it, not just when you ask for it.

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Tool Box

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Donald Lawrence
Director
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Diane McKim
Accountant
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Brian Lemos
Accountant
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Adam Avalos
Accountant
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Millie Engel
Accountant
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Mary Horvath
Reception
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Smith Jones Blog

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