Bull or Bear?

How to Invest in this Uncertain Market

Watch this SAM Webinar Now

How can you confidently invest in the market when there are conflicting signs everywhere?

At SAM, we have a plan for our clients. It’s working. And it doesn’t depend on whether the market goes up or down.

Join us for a special webinar where we’ll reveal how we’re investing during this uncertain time.  



Austin Root - SAM's Chief Investment Officer 

Michael Joseph, CFA - SAM's Deputy Chief Investment Officer & Portfolio Manager

What We Do

SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.

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. Whether you're seeking an investment manager who shares your philosophy, you don't have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.

Meet the Team

The SAM Investment Team is comprised of a group of professionals with a combined 80+ years of global markets and investing experience.

See their biographies here