Our investment team actively manages every position in your portfolio, while our planning team coordinates it with the rest of your financial life and your timeline.
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What We Actually Do
We manage concentrated portfolios of 30-40 positions across stocks, bonds, commodities, and alternatives.
We don't set it and forget it. Our team actively adjusts allocations as market conditions change. When we see opportunity, we act. When we see risk rising, we reduce exposure.
Beyond stocks and bonds. We include commodities, real estate, and alternative strategies designed to perform in different market conditions and reduce correlation.
Our goal is to help you define what's most important to you financially and build a thoughtful plan to support those goals.
We coordinate your investments with the rest of your financial life, retirement timeline, estate, and the goals that matter most to you, all under one roof.
Frequently Asked Questions
Real answers to the questions most investors have before they book a call.
Our Team
Our team brings decades of combined experience in financial services, backed by a wide range of professional credentials, including CFA, CFP®, CDFA®, CRPC®, CEPA, and many have their Series 65 License. This depth of expertise spans investment management, financial planning, and client service, giving us the perspective and tools to address complex financial needs with clarity and precision.
Our team is actively involved in the strategy and research that guide our portfolios. That collaboration ensures our clients receive advice that's not only tailored to their goals but informed by current market dynamics and a disciplined investment process. The result: a team that's experienced, proactive, and fully committed to helping clients pursue their long-term financial goals.
Chief Executive Officer
Chief Investment Officer
Chief Financial Officer
Deputy Chief Investment Officer, Portfolio Manager
Deputy Chief Investment Officer, Portfolio Manager
What Happens After You Book
A clear, structured approach to managing your wealth.
We get on a call, qualify your situation, and confirm you are interested in moving forward.
You fill out a brief sheet with basic information: name, email, phone, address, date of birth, marital status, occupation details, and a list of your financial accounts.
You provide current account statements so we can see exactly what you own and where everything stands.
Your dedicated wealth manager reaches out and begins strategizing your accounts. They analyze what you own, identify gaps and opportunities, and start building your financial plan.
Once your wealth manager has mapped out the strategy, we open your accounts at SAM.
Your accounts are funded by transferring assets from wherever they previously were.
Once the transfers complete, trades are placed according to your strategy. From there, your relationship with us continues on an ongoing basis with regular reviews and adjustments.
Where We Help
Our investment team researches and hand-picks every position in your portfolio, then actively manages it as market conditions change. No passive set-it-and-forget-it strategies.
We build a clear plan around your retirement timeline, income needs, and how your portfolio shifts as you move closer to stepping away from your career.
RSUs, ISOs, ESPP, and concentrated stock positions. We help you plan around the vesting schedule, tax bracket impact, and how to diversify the right way.
We coordinate with your CPA on tax-aware investing, capital gains planning, and retirement account sequencing.
We review your full estate plan and work with your estate attorney to make sure your wealth transfers the way you want, including trusts, charitable giving, and beneficiary alignment.
If most of your wealth is tied up in a business, we help plan around the eventual transition: tax strategy, succession structure, and what to do with the capital after the sale.
We'll go through what you own, what your goals are, and how we'd approach your investments and timeline if we were to work together.
