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 »

Last Week’s Markets in Review: New Year, New Opportunities

Equity markets moved higher while Treasuries declined during the first week of the new year. In the U.S., the…

Read More »

Last Week’s Markets in Review: Considering Small-Cap Stocks for 2021?

Global equity markets finished 2020 strong as nearly all major indexes pushed higher for the week. In the…

Read More »

Last Week’s Markets in Review: Additional Stimulus On The Way

The market rally was put on pause last week as major indexes in the U.S. retreated from recent highs….

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 Icon

View our Full Calendar of Deposits and Terminations.

View Calendar »

Recent Deposits

60/40 Quality Allocation, 4
Argus Dividend Growers Total Return, 27

Upcoming Deposits

Defensive 50 Equities, 26

Dorsey Wright® International Momentum, 22