Investment Management
STRATEGIC EQUITY
Our flagship strategy combines direct equity indexing (S&P 500) with an option overlay for risk diversification and asymmetric return potential.
Custom Strategies
We use separately managed accounts to create customized investment strategies, with a focus on active tax and risk management.
Why We're Here
THE SAVINGS Problem
We're here to help savers transfer value through time.
Our Strategy Focus
We target long-term wealth accumulation through:
Risk Diversification to reduce drawdowns while preserving upside
Disciplined Rebalancing and Reinvestment to capture a rebalancing bonus
Tax Aware Implementation to improve tax efficiency in up and down markets
Research
Five Keys to Compounding
Ask us for our whitepaper on the five key principles of compounding wealth.
About Us
Jerry Peters
Jerry Peters, CFA, brings over 25 years of experience in investment research, strategy, and execution, including serving as Chief Investment Officer at a multi-family office.
Michael O'Hara
Michael O’Hara has more than 15 years of experience in research, trading, and investment management, including ten years as Director of Research and Head of Trading at a prominent long/short equity hedge fund.
Our Name
Smithbrook is a mountain road in the Central Cascades in Washington that leads to Labyrinth Mountain. Smithbrook is Ariadne's thread, a route through complexity.
Contact Us
info@smithbrook.com
Smithbrook, LLC is an investment adviser principally registered in the State of Oregon and is registered or exempt from registration in other states as applicable. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.