Welcome to Adam Smit Investment Management LLC

Adam Smit Investment Management LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to work toward growing and conserving your wealth by delivering an unprecedented level of personalized service and unbiased professional advice putting your best interests ahead of our own.

For each of our clients we strive to work toward helping create financial stability and security in pursuit of financial independence. Our practice emphasizes an investment philosophy of investing in quality and holding for the long-term. Your portfolio is customized to your unique investment objectives, risk tolerance and time horizon. Come and experience the difference of working with an experienced and unbiased investment management practice.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information, please feel free to email us or call us at (715) 644-3434. We look forward to hearing from you.

Become a Client

Becoming a client with us is as easy as it is rewarding. Click here to fill out our information request form and we will contact you shortly.