Join us for drinks and light hors d’oeuvres LIVE on March 21st as Michael Joseph, our Deputy Chief Investment Officer, will discuss our ideas on how we think you could position your portfolio to achieve your investment goals.
He’ll introduce our latest partnership with TradeSmith and discuss why we believe this year is the time to be nimble and get tactical with your investment decisions.
Green Valley Ranch Resort Spa & Casino
Room - Del Sol
What We Do
As a registered investment advisor we are focused on putting client interests first, while giving you access to many investments and risk management tools typically reserved for institutional investors.
SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Unlike many money managers, we’re not limited to narrow market categories (e.g. US stocks and bonds only) or simple asset allocations (e.g. a split between stocks and bonds based on your age).
Meet the Team
Led by Austin Root, the SAM Investment Team is comprised of a group of professionals with a combined 80+ years of global markets and investing experience.