Simplysmart Asset Management

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4151 Middlefield Rd Ste 201
Palo Alto, CA 94303
+1 (650) 681-9848
http://www.simplysmartassets.com

SimplySmart Asset Management, based in Palo Alto, CA, specializes in diversified yield and income portfolios designed to minimize risks, taxes, and costs for financially independent investors. Their commitment to transparency ensures clients are always informed about what they own, why they own it, and what they are paying.

With a philosophy that echoes Leonardo DaVinci's notion that "simplicity is the ultimate sophistication," SimplySmart aims to serve investors who have better things to do than manage their portfolios actively. Their approach integrates clear communication about their services and the people they serve, reflecting a dedication to client understanding and satisfaction.

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