Many clients of our firm will inevitably be deeply involved in their community and/ or educational organizations important to their family. They will often play a leadership role in their own business, foundations and/or endowments.

Samoset will provide an institutional research and consulting service for these organizations where our clients are involved. It is our objective to offer a service designed specifically to meet the individual needs of the organizations being served.

That service can range from acting as an outsourced “CIO” to the organization, responsible for the creation of the investment strategy and portfolio implementation for the firm, to conducting specific diligence and research on outside or internal managers being used by an organization which wants to carefully access which managers to use to implement an investment strategy and how they are doing over the course of their assignment.

This service is specifically built to meet the needs of the institutional client where our high net worth clients play a meaningful role. Solutions will be provided to meet individual client needs and not the needs of a mass consulting audience.