The SMA Institute
The SMA Institute is a Behavioral Finance think tank. It’s early wealth-stratification research revealed how emotional intelligence leads to decisions that enable economic dignity and improves quality of life.
The company began as New York /Scottsdale based Strategic Management Advisors. It was there, seasoned executives developed breakthrough objectives, vastly improving business models and operating performance for a broad range of end users.
By 2008 it evolved exclusively into a research firm. Subsequently, it introduced deeper discoveries about emotional factors inherent in economic data, setting new standards for socio-economic-forecasting and investment policies.
Today, SMA Institute Ltd., is a stock market centric private company advocating Peace through Prosperity. It challenges injustices by identifying cognitive factors that maximize financial self-empowerment.
SMA Institute’s senior partner is industry veteran and wealth expert Kevin J. Palmer. A decisive leader and investor who values knowledge, ethics and method. He spent decades developing and driving strategic revenue models for Wall Street companies before becoming CEO of a behavioral finance firm.
The holding company is comprised of distinct yet interwoven specialties, some of which are operated under royalty agreements, that include but not limited to:
Financial Literacy - Media content that illustrates better understanding of how behavioral events translate into economic success, to improve the human condition
Investment Policies – Using socioeconomic factors to make an alpha difference in investment performance for stock market portfolio managers and accredited investors
Broker Dealer Advisory - Increasing revenue growth and margin expansion through Business Model Restructuring, Mergers & Acquisition and Valuation
“Finding intelligent solutions for complicated situations has always been a reward! I was blessed to retire young enough to explore other passions too, like wildlife rescue, and archaeology. I was honored with the Governor’s Archaeology Award and soon after wrote a book that encompassed what was discovered from my adventure’s so that others could chart a course commensurate with the core self.” ~ Kevin J. Palmer