SAM is an independent advisory firm that prioritizes its clients. Whether you're looking for an investment manager who shares your philosophy, don't have the time to manage your investments, or want to work with an advisor who understands the importance of achieving higher risk-adjusted returns, SAM has the right solutions for you. They pride themselves on being independently-minded, customer-centric, freedom-empowering, and performance-focused.

SAM specializes in multi-asset class investing and acts as a fiduciary, always putting the client's needs first. They create tailored portfolios that cater to individual goals and add value over time. SAM's investment approach is disciplined, well-informed, and dynamic, allowing them to take advantage of unique opportunities across all sectors and asset classes while managing risk and preserving capital.

SAM is committed to active communication and provides dedicated client relationship managers to understand and support your investment goals. They ensure transparency and operate in your best interests at all times. The SAM Investment Team consists of experienced professionals with a combined 80+ years of global markets and investing experience, led by Chief Investment Officer Austin Root.

Each member brings a wealth of knowledge and expertise to help clients reach their investment goals