Experience the SS&A Difference

Today's financial landscape can be confusing. We believe both the regulatory structure and Wall Street have made it this way. In our opinion, looking at recent history, Wall Street is not in the advice business, as most investors think. Instead, Wall Street is in the business of manufacturing and selling products. In our minds there are two types of financial professionals, those who have a fiduciary obligation and those who do not. Let us explain further. To separate the various types of advisors, the easiest approach is to investigate [...]

Customized Solutions

At Smith, Salley & Associates, we know that when it comes to choosing an investment advisor, our clients want a firm that can deliver more than standard investment advice. Our clients' situations often demand creativity and thoughtful reflection to design advice that serves both the present situation without sacrificing the future. If that is not your current experience and you are looking for a new advisor, we have found the best way to evaluate a financial advisor is to take a diagnostic approach and ask a few key questions: [...]