Informed Active Management

Build A Portfolio That Gives You Peace of Mind

We are committed to creating portfolios that reach our client’s financial goals, and provide them with the freedom to plan their futures.

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Consumer Sentiment Doesn’t Matter

Consumer sentiment has plunged from recent highs as skepticism takes hold. What could this mean for the stock market? The answer might surprise you!

Find out more in SAM Deputy CIO Michael Joseph’s latest article in Advisor Perspectives

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Do Retirees Invest Like 30-Year Olds?

Are America’s retirees investing like 30-year-olds? The Wall Street Journal (WSJ) recently reported so. And it’s undoubtably true that some retired investors are taking too much risk.

But our Chief Investment Officer Austin Root believes the WSJ missed a critical point: every investor is different.

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Our Commitment


We do the hard work so that our clients can enjoy what’s most valuable: their free time.

Our Commitment


We offer clients the freedom and flexibility to customize their investment portfolios based on their unique financial goals.

Our Commitment


We believe in building lasting relationships based on trust, transparency, and personalized attention with each of our clients. 

Our Commitment


SAM aims for elevated, strategic performance by utilizing informed active management and a research-driven approach to investment decision-making.

Key Facts

Invest Smarter. Get Expert Advice and Unparalleled Service.

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National Footprint

We provide clients with access to a wide range of investment opportunities and resources across different regions.

With a diverse team of experts across the country, SAM is well equipped to provide personalized and effective investment management strategies tailored to your needs and financial goals.

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$850M+ in Assets Under Management

Our clients have full confidence that their assets are being handled with the utmost care and responsibility.

Informed Active Management

Our financial professionals actively monitor and adjust investment portfolios based on market trends and economic conditions.

This approach allows for more dynamic decision-making and may help to optimize returns over the long term.

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Agile & Expanding Boutique Organization

Being a client of SAM provides you with more personalized attention, tailored offerings, and exceptional client service. We have the flexibility and agility to respond to market changes and adapt strategies accordingly.