Strategic Asset Management
Strategic Asset Management (SAM) is a comprehensive, open architecture, fee-based
investment platform created to deliver highly customized advice and exceptional service to
our clients. The SAM platform provides you with access to mutual funds, exchange traded funds (ETF's), stocks, bonds and alternative investments. With SAM multiple investments can be wrapped into one account with one consolidated statement for the our clients.
SAM was designed for clients who:
- Seek a comprehensive investment solution.
- Have special needs or circumstances that may benefit from a customized portfolio.
- Own highly appreciated stock and need to systematically diversify to reduce portfolio risk.
- Want to incorporate a variety of assets into a single, consolidated investment strategy
with aggregate reporting for the account.