Is Your Stock Undervalued?

Visibility Drives Valuation

Dominate Your Investor Narrative

We Have An Army Of Independent Advisors
Managing Over $1 Trillion AUM
That Most IR Firms Miss

Rare Access. Limited Spots. Once It’s Full, It’s Gone!

IR, Reinvented.
How You Get Their Attention.

Most IR Firms Focus On Big Institutions.
Problem: If You're Not on Their Buy List, You're Not in Their Portfolio.

As A Result, Your Time & Money Is Wasted

Solution: Your Story, Told To The RIGHT People — Who Can Actually Say YES!

Your Time Is Money.

Our IR Model Respects Both.




With Precision IR You Get Your Stock In Front Of
250K Independent Money Managers & Their High-Net-Worth Clients...

Your Time Is Money.
Our IR Model Respects Both.

Here's How You Can Benefit From Our Service

1. Reach New Investors

Institutional Investors: ~75K Money Managers
Retail Investors: ~150K US High Net Worth Clients

2. Get Interviewed

Appear on our investor show — reach tens of thousands of people

3. Investor Feedback

We ask investors if they’d buy your stock and tell you why or why not — so you can sharpen your story.

4. Campaign Reports

Stay on top of results with clear campaign reports.

5. Investor Meetings

We meet with investors 1-on-1 and send you actionable intel.

6. Timely Investor Webcasts

Keep investors updated with live online sessions.

And Much More!

Book Your FREE Call To Find Out How You Can Benefit From Our Service

Results Matter

These Are Some Stocks That Worked With Us
Disclaimer
* Results shown are not typical.
*No earnings claims are being made.
* Past performance is not indicative of future results.
And Their Testimonials

“Adam’s platform at Smart Money Circle, including his 1×1 CEO interviews, is beneficial to us in capturing the attention of a larger subset of investors that we would not necessarily have direct 1×1 access to. We like to review his weekly investor feedback which helps gauge that our messaging is understood and on point. He’s always willing to help!”

Allan Evans
CEO
Unusual Machines

“Working with Adam has been a pleasure, his insightful interview and wealth of knowledge is refreshing but his willingness to help and connect us with others was above and beyond.”

ILYA GROZOVSKY
VP of Investor Relations & Corporate Development

Everything You Get With Our IR Service

Your Stock.
Your Goals.
Your Strategy.
Every client has unique objectives — your plan should reflect that.
✅ Access 250K Independent Money Managers & Their High-Net-Worth Clients
Target Investors That Can Actually Buy Your Stock
✅ Get in front of investors unrestricted by institutional lists
Sharpen Your Story With Real Feedback
✅ Investor feedback helps refine messaging & presentation
Automated lead magnets attract qualified online prospects 24/7.
✅ Appear on our investor show — reach tens of thousands of engaged investors
Automated lead magnets attract qualified online prospects 24/7.
✅ Campaign reports & actionable intel, 1-on-1 investor meetings, live webcasts
Automated lead magnets attract qualified online prospects 24/7.
✅ Every element tailored to your stock and objectives
Automated lead magnets attract qualified online prospects 24/7.
✅ Press Release Videos
Transform your PR into high-impact videos that stick.

You Focus On Running Your Company.
We Connect You To The Right Investors.

You know your business.
You know your vision.
The rest? Let US Handle ItWithout Wasting A Second Of Your Time.


Build your business and execute your vision

📈
Focus on growth, strategy, and operation

🤝
Do what you do best = being the face of your company


Put your stock in front of $1T+ in buying power


Craft & deliver your story so the right investors see it


Open the door to 250K+ investors

We Only Run A Few Campaigns At A Time ⏳

We Work With A Limited Number of Stocks Each Year to Maintain Direct Access & Credibility With Our Audience.
We're Temporarily Opening Free Strategy Sessions For Our Precision IR Service.
You'll Learn How We Can Help You Reach New Investors & Zero Obligation.
You'll Walk Away Knowing Your Strengths & Weaknesses In Your Current Strategy

Is Your Stock Undervalued?

Reach A Layer Of The Market Most IR Firms Miss

Tell A Better Story

We help companies craft and deliver compelling stories to investors and stakeholders. From revamping presentations to webcasts and updates, we create effective communication strategies that make an impact.

Better IR & Personalized Support

We tailor investor relations to your unique needs, creating a customized plan that aligns with your goals and delivers real results.

We have interviewed hundreds of independent money managers on our show.

$1T

AUM Interviewed

$17T

AUA Interviewed

55K

Youtube Subscribers

30K

Avg. Views Per Episode

100M+ AUM

Each RIA Must Have

Past & Current Clients

Adam Sarhan
Adam Sarhan
CEO & FOUNDER

Host Of SmartMoneyCircle Contributor To Forbes.com & ZeroHedge.com

Celebrities & Some Of Adam's Travels

Benefits Reaching Our Audience:

They're Looking For New Ideas

Independent money managers don’t have access to the same research as big banks and institutions. That’s why they turn to us—actively seeking fresh, actionable ideas, and your stock could be exactly what they’re looking for.

More Benefits...

They Can Buy Your Stock

Banks can only buy stocks on their approved lists. If your stock isn’t on their list, they simply won’t buy it. We share your story with money managers who aren’t restricted and can actually invest.

$1 Trillion Of Smart Investors Are In Our Circle

Your message will be directly delivered to our audience of large independent money managers. Collectively, the firms that have come on our show!

55K

Subscribers On Youtube (and climbing)

30K

Avg. Views Per Episode

Schedule a call with Adam Sarhan
Adam Sarhan