Scott Smith

Functions as a College/University

C & J Wealth Advisors aims to protect and grow client's assets while minimizing unnecessary taxes and risk. The firm seeks to achieve higher long-term risk-adjusted investment returns by employing fundamental analysis to develop their investment strategies. There are four principal avenues through which they diversify client assets: asset class, size, geographic, and managerial. Investment style is the only area where they do not seek diversification since all client accounts are uniformly managed.