Timothy B. Smith

Biography

I design custom investment strategies based on your individual goals, objectives and risk tolerance. I am a firm believer in asset allocation, buying quality securities, diversification and minimizing expenses. We will use stocks, corporate bonds, municipal bonds and mutual funds. Many of my clients span three generations and have trusted the Smith family since the 1920's.

Background:

Member - Nawiliwili Yacht Club, Board of Directors/Sec. Mountain Grove Cemetery Association. previously Investment Committee member on local foundations and nonprofits associations

Family - married with two daughters

SPECIALIZATIONS

• Alternative Investments
• Annuities and Insurance
• Asset Management
• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• Education - BS Boston University School of Management, The Wharton School, Securities Industry Institute certificate
• Holds Series 7,8, 31 and 63 licenses
• CA Insurance Lic. #0F42675

Mission Statement