content-image
Investment Management

One of the most important questions in financial planning is “Where do I put my money?” You want to be sensible and safe, but also willing to take calculated risks to grow your capital. SAM can help you find the right opportunities with the fewest risks.

What We Believe

  • Invest for the long term in funds and pooled investment strategies managed by firms and individuals we understand in depth
  • Diversify among managers and asset classes to enhance risk management
  • Focus on wealth maximization through solidly performing equity and income strategies (our long-term Core Strategies)
  • Utilize tactical strategies to address unique medium-term opportunities
  • Conduct ongoing risk-based screening of portfolio volatility vs. client risk tolerances

What Our Process Looks Like



  • Start with the Big Picture

    • Economic outlook

    • Market assessments



  • Pay Attention to Details

    • Consistent with a client’s plan, build a portfolio with a high likelihood of meeting desired objectives

    • 50-80% core strategic holdings with the balance in non-core tactical allocations

    • Allocate across cash, equities, bonds and alternatives (for appropriately sophisticated clients)

    • Deep understanding of managers’ philosophy and process

    • Select products that are cost-effective and tax efficient

    • Consider risk allocations in construction



  • Implement

    • Execution through top-rated broker/custodians

    • Adjust tactical strategies when major market and economic shifts occur

    • Continue reviewing and modifying in consultation with client



Not sure if you’re on the
right path? Let’s talk.

Submit a question, schedule a 15-minute
call, or upload a current portfolio for a
second opinion.

Request Your Portfolio Review

LET'S TALK!

Lets Talk

Call: 626.657.0559

or please send us a note & we will contact you as soon as possible

"*" indicates required fields