Investment Management

We offer a wide range of investment management solutions. Click and option below to learn more.

Investment Management

Investing can be a confusing and a daunting task to tackle alone. The first priority is our client’s overall success and that the client has a clear understanding of the entire process. When structuring an investment portfolio it is essential that it fits both your risk tolerance, your time horizon, and the purpose of the investment. It is by no means a one size fits all approach.

Investment management is the professional asset management of various securities and other assets in order to meet specified investment goals for the benefit of the investors. We invest on behalf of our clients in order to give them access to a wide range of traditional and alternative product offerings that may not otherwise be to the average investor.

We assist our clients with many of the investment vehicles available today:

  • 401(k)’s
  • SIMPLE and SEP IRA’s
  • Retirement Plan Management
  • Traditional IRAs
  • Roth IRAs
  • Mutual Funds
  • Portfolio Management
  • College Planning and 529 plans
  • …and more
money, finance, business

Investment Management

As an independent advisor I have access to multiple top-rated life insurance carriers. I’ll take the time to compare rates at all the companies we represent to find you the best deal!

Contact Us

Smart Pro Financial – Joshiwa Graham
6710 Professional Parkway West Suite 305 Sarasota, Florida 34240
United States
Phone: (941) 258-1776

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Schedule a 15-minute phone consultation with Joshiwa to discuss your financial and insurance goals. 

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  • Get the coverage you need.
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