Why consider working with a financial planner at SAM?
At SAM, we are a source for transparent and professional financial guidance. Our mission is to help you identify your financial aspirations and determine the optimal path to achieve them. We are seasoned professionals who specialize in comprehensive financial planning. Importantly, some of our team members hold the Certified Financial Planner™ (CFP®) designation, making fiduciary responsibility and unwavering commitment to providing exceptional financial advice a requirement within their practice.
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.