What We Do
As a registered investment advisor we are focused on putting client interests first, while giving you access to many investments and risk management tools typically reserved for institutional investors.
SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Unlike many money managers, we’re not limited to narrow market categories (e.g. US stocks and bonds only) or simple asset allocations (e.g. a split between stocks and bonds based on your age).
Meet the Team
The SAM Investment Team is comprised of a group of professionals with decades of global markets and investing experience.