Why SAM?

Reach Your Investment Goals

Who We Are

An Independent
Advisory Firm

At SAM, our clients come first. 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.

We are

We don’t just follow the pack—and neither do our clients. We each pride ourselves on forging our own paths, remaining skeptical of the common consensus, and seeking out asymmetric opportunities.

We are

We proudly put our clients first, treating each as an individual. We're dedicated to crafting investment plans to fit their goals and personalities—and also delivering the service and information we'd want if our roles were reversed.

We are

We take care of our clients’ investments, so that they can enjoy what’s most valuable: their free time. Whether they want to spend more time with family, get out of the grind of managing investments, or simply do more of what they love, we're able to help.

We are

We create portfolios designed to help client’s reach their goals—and outperform over time. We take a disciplined, opportunistic approach to value, taking advantage of the best opportunities across all geographies, industries, and asset classes. Above all, we emphasize capital preservation and risk management.

What We Do

Class Investing

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.
Investment Approach

Informed Active Management

Our approach to investment management is disciplined, well-informed, and dynamic to take advantage of unique opportunities across all sectors and asset classes. And we have a strong focus on managing risk and preserving capital in times of economic downturns.

Active Communication

Client Service

SAM is committed to giving you the service we’d want if our roles were reversed. Your investments will be actively managed by an experienced Investment Team. You’ll have a dedicated Client Relationship Manager who will work with you in understanding your investment goals and how SAM can best help you reach those goals, even if they evolve over time. We’ll keep you informed and up-to-date on account activity, and we’ll always be available to answer your questions. And as a fiduciary, we have the responsibility to operate with full transparency and in your best interests.

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.

Meet Our Team