About SFS Portfolios

Get Started with SFS Portfolios

Broker-Dealer Access – SFS Portfolios are available on many broker-dealer managed account platforms.

Envestnet – SFS Portfolios are available on Envestnet's platform.

For assistance in determining the best way to access the SFS Portfolios for your clients, contact our office at 866-737-2574.

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Call Us Today
1 (866) 737-2574

420 E. South Temple Suite 420 PO BOX 4133, Salt Lake City, UT 84110-4133
Phone: 1 (800) 748-4788 or 1 (801) 355-8888 Fax: 1 (801) 355-1912 Email: info@SmedleyFinancial.com

Securities offered through Securities America Inc., Member FINRA & SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Rodney A. Walker, Shane P. Thomas, And Mikal B. Aune, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc. ® Smedley Financial Services, Inc. ® and Securities America are not affiliated. Form ADV

IMPORTANT CONSUMER DISCLOSURE

Smedley Financial Services, Inc. ("Smedley Financial") is an SEC registered investment adviser located in Salt Lake City, Utah. Smedley Financial and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Smedley Financial maintains clients. Smedley Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Smedley Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Smedley Financial's web site on the Internet should not be construed by any consumer and/or prospective client as Smedley Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Smedley Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Smedley Financial, please contact the SEC or the state securities regulators for those states in which Smedley Financial maintains a notice filing. A copy of Smedley Financial's current written disclosure statement discussing Smedley Financial's business operations, services, and fees is available from Smedley Financial upon written request. Smedley Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Smedley Financial's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

IMPORTANT DISCLOSURE INFORMATION