welcome@mj-smith.com
Ph. 303-768-0007
M.J. Smith & Associates on FacebookMark Smith on LinkedIn

How Our Fund Screening Process Adds Fuel to the Active vs Passive Debate

Watch Financial Consultants Mark Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA®, CFP® discuss the active vs. passive debate for the stock section of the investment portfolio. While past performance is no guarantee of future results, they share historical data showing how a good fund screening process may put an investor in favor of active investing.

Questions?

Contact Us

Receive all of our firm's resources as soon as they become available:

Thank you!
Your submission has been received.
Oops! Something went wrong while submitting the form. Please try again or email welcome@mj-smith.com
Raymond James Privacy Notice
This is some text inside of a div block.