COMPANY RELEASE – October 3, 2008
Samoset Announces Initial List of Recommended Managers
DARIEN, CT – Samoset Capital Group LLC announced today the establishment by Samoset Asset Management Company of its initial list of recommended managers.
Samoset utilizes its proprietary wealth management platform, Samoset Wealth & Asset Allocation Tool (SWAATSM), including SPaRC, its proprietary analysis framework to assess style, performance, risk and consistency of managers across and all traditional and alternative investment strategies, in its investment process. In addition, Samoset’s experienced investment team led by CIO Tom Hoffman conduct fundamental research and due diligence on selected managers. The managers Samoset has selected represent a focused group of best-in-class managers and funds recommended to implement client investment strategies.
The list consists of approximately 29 managers, and is reviewed and approved by Samoset Asset Management Company’s Investment Committee. The recommended list will develop over time, but remain focused on a select group of best-of-class managers appropriate for our clients.
About Samoset Asset Management Company and Samoset Capital Group
Samoset Asset Management Company LLC is a private wealth management company, registered with the U.S. Securities and Exchange Commission, providing financial, estate and legacy planning and an independent, open-architecture platform with proprietary and third-party investment solutions to high net worth and ultra-high net worth individuals and families, endowments and foundations. It provides clients with a full platform of wealth management services, delivers customized investment strategies and utilizes a global array of traditional and alternative asset classes, and is a wholly-owned subsidiary of Samoset Capital Group.
Samoset Capital Group LLC is a private, independent wealth management firm focused on delivering financial planning, investment and private banking/trust services to high net worth individuals and families, endowments and foundations, and institutional partners and their own institutional, high new worth and mass affluent clients on a private-label or direct basis. Since its founding, Samoset Capital Group has attracted an experienced team of management and investment professionals that share the vision of a firm aligned exclusively with its clients and a strong belief in a multi-generational approach to managing family wealth. Samoset Capital Group and Samoset Asset Management Company are based in Darien, Connecticut.
For more information on Samoset Capital Group and Samoset Asset Management Company, please visit www.samosetllc.com.
Contact: Peter Milhaupt, Head of Sales & New Business Development