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Welcome to M.J. Smith and Associates

      At M.J. Smith and Associates our mission is to help our individual and corporate clients develop sound investment strategies that will allow them to meet their personal or business goals. We do this by acquiring a thorough understanding of our clients' goals, objectives, and underlying financial positions before creating and maintaining their wealth management roadmaps.

     Limiting our client roster ensures the highest level of service. To provide the highly personalized services our clients deserve, we serve individuals or families with a minimum of $1 million to invest.



 
Our Firm's Investment Philosophy
    
The primary objective in the management of assets is to achieve personal financial goals. Should the focus be to beat the market in order to attain these goals? Is it even possible to beat the market?

     Read the following article by Mark J. Smith about our firm’s investment philosophy. With insights into past market performance and recognition that the future is always uncertain, Mark shows how an investment management consulting firm can add real value to your portfolio.

                                       Can Investors Beat the Market?

 



                            What's New

    Upcoming Seminar with special guest speaker
              Jeffrey Saut, Chief Investment Strategist,
              Raymond James Financial Services

Summer 2009 Investor's Quarterly

    Mark Smith Speaks at Barron's Top Financial
            
Advisors Summit

 

This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities Offered Through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA/SIPC