Our Firm and its Philosophy

We are a small firm specializing in dedicated portfolio management for and high net worth individuals, trusts endowments, foundations and family offices. SAM addresses the needs of our clients by crafting unique portfolio management solutions. We are problem solvers who use portfolio management as our primary tool. We believe in time tested investment disciplines. We emphasize wealth preservation as our primary goal. Within this context our goal is to provide superior returns across all asset classes. We do this through an intense focused effort.

Wealth Preservation is a Priority.

  • Our Goal is Absolute Returns across all asset classes.
  • Separately managed accounts for Individuals, Trusts, Endowments.
  • Excellent Returns over several market cycles.
  • We have no incentives to take great risks with your assets.
  • We the Managers are available for a conversation.