SAM has been successfully managing client accounts for 7 years, since 2016.

SAM’s client-centric approach benefits their clients in several ways.

Firstly, this approach ensures a personalized and tailored investment strategy that aligns with the individual needs and goals of each client. This approach also fosters a strong relationship built on trust and transparency, as SAM actively listens to their clients’ concerns and preferences.

Furthermore, by placing the clients’ interests first, SAM aims to maximize returns while minimizing risks, providing a comprehensive wealth management solution that ultimately enhances their clients’ financial well-being.

SAM believes in constructing simple, relatively concentrated portfolios that generally consist of 30 – 40 positions. We believe that significantly larger portfolios can be unnecessarily complex and dilute the impact of our best ideas. We seek to construct portfolios that will be resilient to different economic and market outcomes.

To paraphrase Warren Buffett, the first rule of investing is don’t lose money, and the second rule is don’t forget rule number one. SAM takes capital preservation as a paramount priority. We believe stop losses – and more specifically, volatility-adjusted, trailing stop losses – are generally a very useful risk management tool to preserve capital. TradeStops is one of the tools in our risk management arsenal.

The minimum investment amount is $500,000.

Yes, SAM clients can use multiple accounts and account types (IRA, Individual, Trust, etc.) to reach the $500,000 investment minimum – for example, a client could hire us to manage a $300,000 ordinary investment account and a $200,000 IRA account.

In almost all cases it is not necessary for you to sell any existing positions. We aim to make the process of hiring SAM as easy as possible, and that includes handling your existing positions. When you move securities into a SAM managed account, we will immediately conduct a thorough review of the positions. We will hold, resize, or sell those positions based on a number of factors including your chosen strategy, tax implications, and investment preferences.

As a client, you never send cash or securities to SAM. We work with trusted third-party custodians that have Securities Investor Protection Corporation (SIPC) coverage, plus additional insurance in excess of SIPC limits. We purposefully selected custodians that weren’t involved in the subprime mortgage scandals that caused other banks to require government bailouts to survive. SAM clients receive monthly statements from their custodian, and have 24/7 online access so you can see all of your investments in real time. For investors with IRA accounts, your custodian will calculate your required minimum distribution (RMD) at the beginning of every year.

SAM is an active manager seeking investment opportunities across a number of categories, not just stocks and bonds. We offer multiple strategies for growth, income and capital preservation. SAM doesn’t use mutual funds, which we find to be tax inefficient and lacking in personalization, among other faults. In addition to our core portfolios, we offer private investment opportunities to provide our clients with greater diversification and alternative ways to generate income.