WHO WE ARE
SmartTrust® is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high quality investments with a focus on income. We are headquartered just outside of NYC, in Parsippany, NJ and deposited our first UIT in 2003.
WHAT WE DO
At SmartTrust®, our sole focus is on Unit Investment Trusts – not ETFs, not CEFs, not Mutual Funds – only UITs. We aim to deliver alternative income solutions, along with focused growth portfolios. We provide a broad, but focused, suite of products, to help advisors recommend appropriate strategies to their clients more efficiently.
HOW WE DO IT
Led by our Chief Investment Officer; Kevin Mahn, SmartTrust® uses a bottoms-up approach to develop our UIT products, based in large part on the input received from the many advisors we work with across the country. In so doing, we look to only bring products to market when the strategy has value in the market and demand from the marketplace. We utilize independent, niche portfolio consultants, with proven track records, and widely known index providers, to complement our own experienced, in-house research team. Finally, we pride ourselves on providing outstanding financial advisor support in all market conditions.