Disciplined, Goal-Aligned Investment Management
At SMITZ Private Wealth Advisors, investment management is systematic and research-driven. We design diversified portfolios that reflect your goals, risk tolerance, time horizon, and tax profile— then we manage them with rigorous, rules-based discipline.
What We Do
We translate your objectives into a clear Investment Policy Statement (IPS), set strategic allocations, and implement low-cost, diversified exposures across asset classes. We monitor risk, rebalance with intent, and apply tax-aware techniques to enhance after-tax returns.
SMITZ Private Wealth Advisors coordinates with your CPA and estate attorney to align asset location, charitable tactics, and transition plans—so every position serves a purpose within your broader plan.
Our Philosophy
Markets reward patience and process. We emphasize diversification, cost control, tax efficiency, and behavior coaching—because the best portfolio is one you can stick with through full market cycles.
Specializations
Strategic & dynamic asset allocation, factor tilts (value, quality, size), concentrated-stock solutions, tax-aware rebalancing & tax-loss harvesting, alternatives integration, and multi-account optimization.
We set long-term targets based on your goals and adjust within defined ranges as valuations, risk, and your circumstances evolve—keeping discipline without market timing.
Diversification across asset classes and factors, prudent position sizing, and guardrails against sequence-of-returns risk—engineered for resilience across market regimes.
We rebalance with sensitivity to gains, use loss harvesting and asset location, and observe wash-sale rules— all to improve after-tax outcomes without drifting from your IPS.
We implement evidence-based exposures (value, quality, momentum, size) using efficient vehicles— minimizing fees and overlap to keep more return working for you.
Where suitable, we incorporate private credit, real assets, or hedging strategies with clear roles, pacing, and liquidity reserves—so commitments never compromise spending needs.
Clear performance context, risk metrics, and progress-to-goal tracking—plus coaching to avoid emotional mistakes that can derail long-term results.
Areas of Expertise
IPS design • Strategic/dynamic allocation • Factor diversification • Tax-aware rebalancing & TLH • Asset location (taxable vs. IRA/Roth) • Concentrated-stock strategies • Alternatives integration • Rules-based rebalancing • Multi-account optimization.
Our Process
1. Define & Document: Goals, constraints, and risk map into a written IPS.
2. Build & Implement: Allocate across core/explore sleeves with efficient vehicles.
3. Manage & Optimize: Monitor drift; rebalance tax-aware; harvest losses where suitable.
4. Review & Evolve: Quarterly check-ins; adjust to life events, taxes, and markets.
Why Choose SMITZ Private Wealth Advisors
- Evidence-based portfolios grounded in research and risk controls.
- Obsessive cost and tax efficiency to improve net returns.
- Transparent reporting and plain-English guidance—no jargon.
- Seamless coordination with tax, estate, and retirement planning.
Questions? Contact us or call +32 2 710 51 75.
SMITZ Private Wealth Advisors brings discipline and clarity to every investment decision.
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