About Smart Portfolio Hub
One of the top global suppliers of investing, advice, and risk management solutions is Smart Portfolio Hub. For our clients, we have a fiduciary duty. For the benefit of our clients, our staff, and our local communities, we are making investments in the future.
Financial well-being
Building a better retirement for all
We help millions of people invest to build savings that serve them throughout their lives. As it becomes harder to save for goals like retirement, how can we help more people invest for their future?
Investment access
We make investing easier and more affordable. How can we use our expertise to help more and more people invest?
Acting as a fiduciary
Our investment approach is informed by three principles: we start by understanding the client’s investment objectives; we seek the best risk-adjusted returns within the scope of the mandate they give us; and we underpin our work with research, data, and analytics. We apply those same principles to sustainability and the low-carbon transition.
Resilient economies
Our purpose is to help more and more people experience financial well-being. In addition to offering our clients choice to meet their investment goals, we also work to bring economic opportunities to more people through the BlackRock Foundation and our employee engagement programs.
19,000+ people
of different backgrounds, races, and nationalities1
135 languages
addressing the needs of a multilingual client base2
36 countries
enabling us to help more and more people3
At Smart Portfolio Hub, we believe we’re at our best when our employees connect their personal purpose to their work and our firm’s purpose. In our “What’s Your Why” series, employees share how they bring their passions to what they do
Who we serve
Individuals and families
Providing choice for those investing for retirement, a new home or a child’s education.
Financial advisors
Helping people at all income levels invest for their futures.
Educational and nonprofit organizations
Working to educate more students and solve social challenges.
Pension plans
Managing the retirement savings of teachers, doctors, workers, and small business owners.
Insurance companies
Supporting people during life’s most difficult moments.
Governments
Our Team
Michael Street
SEO
Khadeeja Gani
Marketing Director
Solo Freeman
Support
Hither Mann
Trader
Jim Dalton
Pro Trader
Amanda Lynn Lane
PR Management
Nitin Murarka
Finance
Dana Marlane
Support