Tax-aware long/short
We offer a tax-aware long/short investment strategy targeting attractive compounded growth. We use separately managed accounts to combine equity indexing with active tax and risk management.
Wealth Advisory
We work with high-net-worth individuals and family groups to navigate financial complexities. Our focus is on preparation rather than prediction, helping clients respond to uncertainty and adapt to change.
About Us
Jerry Peters
Jerry Peters, CFA, has more than 25 years of experience in investment research, strategy, and execution, most recently as CIO at a multi-family office.
michael O'hara
Michael O’Hara has more than 15 years of experience in research, trading, and investment management, including ten years as Director of Research and Head of Trading at a prominent long/short equity hedge fund.
Contact Us
info@smithbrook.com
Smithbrook, LLC is a registered investment adviser in the State of Oregon. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.