Over their careers, principals in our organization have managed portfolios of $2 million to $3 billion, and have advised families and institutions with assets of several hundred million to several billion dollars on their overall investment strategy.

This caliber of investor deserves an advisory firm that believes in and adheres to a set of principles as unique as the clientele it serves.  Whether you entrust Samoset to manage your wealth or to advise you on the investment of your financial assets, we become a part of your core group of advisors.

So we owe it to you to be clear about who we are and what we care about.

We live by our Principles of Client Service.  And our clients benefit from them.