Smithbridge Asset Management, Inc. 116 Commons Court, Chadds Ford, PA 19317

Smithbridge Asset Management, Inc. is a finance institution located at 116 Commons Court, Chadds Ford, Pennsylvania, United States. With over 25 years of experience, we are dedicated to providing superior wealth management and financial planning services to our clients. Our services include individualized investment and planning advice, customized portfolio management, retirement and estate planning, insurance strategies, tax planning, and college saving.

At Smithbridge Asset Management, we pride ourselves on our time-honored, personalized investment service delivered with integrity and expertise. Our investment portfolios are constructed using a fundamental security selection process that has been successfully employed by our investment professionals for over thirty years. We offer a comprehensive array of individual stocks, bonds, mutual funds, and ETF’s managed strategically and tactically.

Our investment philosophy focuses on individualized, disciplined, tax-efficient, consistent, and diversified portfolios with low turnover to control risk and manage costs. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns without excessive risk.

Over 98% of our client relationships are still with us, demonstrating our commitment to superior client service and long-term performance. We see volatility as an opportunity and believe in mitigating risk through diversified portfolios of high-quality securities and carefully considered asset allocation for each client.

Contact our experts at Smithbridge Asset Management to find answers to your financial questions and learn more about how we can help you achieve your financial goals. Email us at [email protected] or call us at (610) 361-9141.