Samoset brings a leading-edge, best-in-class institutional-quality investment process to support the art of managing wealth for individual investors and families.

Broadly speaking, managing wealth for individuals and families is considerably more complex than managing assets for institutions.

The goals, constraints, liability streams and tax status of institutions are typically easier to quantify and more homogeneous than those of individuals and families.

For this reason, institutional investment management processes have evolved to become relatively scientific and disciplined.  Many wealth managers have abandoned scientific principals and have either oversimplifed issues or rely purely upon conventional wisdom and qualitative interpretation to make investment decisions.

The ultimate goal is to analyze what is generally a very complex situation, determine a straightforward, customized solution, and present it to the client in a clear and logical format.

The Samoset investment process is made up of two concurrent cycles of activity:

• A client-centric asset allocation process facilitated by SWAAT
  • While traditional asset management focuses solely on assets and volatility (an oversimplification), our wealth management approach focuses on forward income and liability requirements to help us customize asset allocation to address the multiple objectives, time horizons and risk parameters of each client
  • While conventional advisors try to determine their clients’ tolerance for risk, SWAAT helps us determine our clients’ need for risk so that we can provide more appropriate advice
  • SWAAT, combined with the Samoset investment team’s years of experience, offers a systematic framework to implement, rebalance and actively manage client portfolios to meet custom objectives
• A disciplined, research intensive investment manager and fund evaluation process facilitated by our proprietary framework for assessing style, performance, risk and consistency ("SPaRC") and executed by Samoset’s investment team
  • Allows us to filter tens of thousands of investment managers and strategies into a focused list of recommended managers and vehicles
  • Describes various benefits, drawbacks and risks of each strategy and/or vehicle so that each can be more appropriately implemented
  • Provides an uncompromised open architecture with coverage of all asset classes and strategies, traditional and alternative, public and private, active and passive

Our objective is to find, select and monitor the best managers in the world for the optimal execution of our future clients’ objectives. It is not to select hundreds of managers on a platform and leave it to the advisor to find one or several managers who best at what they do in the world.

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