We deliver institutional-quality investing and customized wealth management solutions for high net worth and ultra-high net worth individuals and families, and their endowments and foundations.
Our investment management services utilize:
- an independent, open-architecture platform with proprietary and third-party investment solutions
- a global platform of investment alternatives
- a disciplined, quantitative approach with robust, proprietary tools and technology
- a centralized, institutional investment process, and
- fully customizable, aggregated client reporting from multiple custodians
Our proprietary technology, Samoset Wealth & Asset Allocation Tool (SWAATSM), provides a quantitative framework for financial and estate planning, asset allocation, manager risk assessment, selection and monitoring, and client reporting.
Our financial and estate planning services provide clients with customized, comprehensive solutions to their planning needs across generations.
Investment Process | SWAAT | Global Manager Database and Classification