Contact Us


Our Team is Here to Help!


Our Shareholder Services
Need to make a trade or have basic account related questions? Give one of our shareholder service agents a call – they are available 8am – 6pm EST:

877-SMI-FUND (877-764-3863)

SMI Funds
PO Box 46707
Cincinnati, OH 45246



Our Stewardship Advisors
For information on the SMI strategies, questions about this site, technical support, information about our funds, or general information requests, please contact one of our stewardship advisors below. Their service is free with no strings attached! They are available Monday through Friday 9am - 5pm EST or by appointment.

Bryce Fathauer, CPA, AAMS®
(502) 632-6407
bfathauer@smiadvisory.com

Book a free appointment with Bryce →