NSIC was founded by Jeffrey R. Smith, CFP (R), CFA, MBA, a seasoned investment professional with twenty three years of proven portfolio management experience, including:
Policy formulation, implementation and management of over $1 billion in investment funds at a major Chicago-based organization, including defined-benefit, defined-contribution (401k) and coporate assets.
Expertise in all major asset classes including domestic and international equity, fixed income, real estate and alternative strategies.
International experience in the development of retirement plan structures in Canada, the U.K., Hong Kong and the Netherlands.
Professional designations, credentials and memberships include:
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP (R))
Chartered Financial Consultant (ChFC)
Member of the Investment Analysts Society of Chicago
Member of National Association of Personal Financial Advisors (NAPFA)
MBA in Finance - DePaul University
BA in Economics - Northern Illinois University
Registered Investment Advisor in Illinois