OUR STORY
Rooted in Nebraska and backed by decades of real-world financial planning experience, SMARTWay ETFs were created to help investors pursue SMARTer growth in an evolving market.
SMARTWay’s foundation began with Retire SMART, launched in 2017 by David Brooks in Omaha, Nebraska. After 25 years in the financial services industry, David realized that many advisors overlooked key retirement risks, such as taxes and healthcare gaps, that could derail even the best-laid plans.
To change that, he founded Retire SMART with a mission to build more complete, tax-aware financial strategies — always delivered with professionalism, grace, and compassion.
That same philosophy drives the creation of SMARTWay ETFs, which are built to provide investors with flexible, actively managed strategies designed for real-world results.
THE PEOPLE POWERING SMARTWAY
David Brooks is the Portfolio Manager and Chief Investment Officer at Retire SMART, bringing over 25 years of experience in financial planning. He developed the firm’s models, carefully designed to pursue long-term capital appreciation aligned with Retire SMART’s investment philosophy. As CIO, David oversees the strategy, portfolio construction, and ongoing adjustments to ensure the models adapt to market conditions and client goals.
Taylor Anderson is a Portfolio Analyst at Retire SMART, holding both the Series 7 and 66 licenses. He plays a crucial role in the day-to-day maintenance of the firm’s models, ensuring they remain aligned with the investment strategy and market conditions. Taylor monitors asset allocation, evaluates risk exposure, documents investment decisions, and adjusts the models in response to new opportunities or market shifts.
