Innovative, Independent & UIT Focused

Visit SmartTrust® University now and watch our educational series of interviews to learn valuable portfolio strategy and product insights from industry experts.

View All Videos »

Weekly Capital Market Update

View All Capital Market Updates »

Economic Data Releases Caused Markets to Whipsaw Last Week

Market Overview

Sources: Sources for data in tables: Equity Market and Fixed Income returns are from JP Morgan as of 10/04/19….

Read More »

Washington Headlines Attract Investors Attention as 3rd Quarter Comes to a Close

Market Overview

Sources: Sources for data in tables: Equity Market and Fixed Income returns are from JP Morgan as of 09/20/19….

Read More »

Should the Federal Reserve have Cut Interest Rates by another 0.25%?

Market Overview

Sources: Sources for data in tables: Equity Market and Fixed Income returns are from JP Morgan as of 09/20/19….

Read More »

Proposal Builder

Select the Trusts you want to include. You can search by Ticker, CUSIP, or specific keywords to find your desired Trusts.

View Proposal Bulider

Calendar

Calendar Icon

View our Full Calendar of Deposits and Terminations.

View Calendar »

Recent Deposits

Strategic Growth & Income, 19
Argus Dividend Growers Total Return, 22

Upcoming Deposits

Defensive 50 Equities, 21

Dorsey Wright® International Momentum, 17