Samoset is seeking strategic partnerships with wealth advisors. Partnership opportunities are designed to meet an advisor’s needs while creating the opportunity for accelerated business growth through the efficiencies gained by the utilization of Samoset’s wealth management platform. The combination of Samoset’s seasoned investment team and unique, proprietary tools and technology, along with our established infrastructure and support services, offer a powerful wealth management and technology platform for advisors serving the HNW and ultra-HNW marketplace.
Financial Model: We acquire firms, teams and/or practices, and prefer that the existing principal(s) remain active in the business for 5 years or longer. Valuation is primarily driven by normalized cash-flow, but numerous factors contribute to a firm’s ultimate valuation, including: team depth and composition, growth rate, profitability, assets under management, investment platform, and average client wealth, age and geographic diversity. The financial arrangement stresses a partnership approach in which principal(s):
- benefit from economics that can include up-front and on-going considerations
- will hold equity in Samoset
- participate in the on-going financial success of their business and Samoset
- can transition their ownership to junior partners/employees
Value Added Services: Samoset provides the following support for acquired firms:
- Independent, open architecture, “manager of managers” platform offering traditional and alternative asset classes, globally
- Full access to Samoset Wealth and Asset Allocation Tool (SWAATSM), which is designed to complement an affiliate’s core strengths, and provides:
- goal-based asset allocation modeling/portfolio stress testing derived from client liability stream requirements
- framework for financial, estate and legacy planning integration
- sophisticated, customizable aggregated client reporting
- quantitative manager screening, using a proprietary analytical framework for assessing style, performance, risk and consistency (SPaRC)
- qualitative fundamental research led by our CIO (over 20 years of experience), to provide objective third party active manager and passive investment solutions
- IT, compliance, human resources/employee benefits, office infrastructure, operations support (custodian neutral), marketing and strategic business planning support
- Fee-based financial and estate planning platform
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