Jeffrey H. Alcorn Email and Phone Number

Investment advisors based in MontrealWith over 40 years of combined experience the SMA Investment Group has witnessed first hand the evolution of global markets, the financial industry, and the needs of our clients. Built on a solid foundation of experience, integrity, and proven process, we provide our clients with sound financial guidance tailored to satisfy their individual needs and goals.We believe in working closely with our clients, having them participate and fully… Show more Investment advisors based in MontrealWith over 40 years of combined experience the SMA Investment Group has witnessed first hand the evolution of global markets, the financial industry, and the needs of our clients. Built on a solid foundation of experience, integrity, and proven process, we provide our clients with sound financial guidance tailored to satisfy their individual needs and goals.We believe in working closely with our clients, having them participate and fully understand the decisions that are being made, while constantly striving towards excellence in our process and client satisfaction.When people ask us what we do, the answer is quite simple: "We are an effective source for both individual and corporate clients to access financial guidance, services, and solutions that support the realization of both their financial and life goals." Show less