We offer our clients a focused and dedicated approach to wealth management. We distinguish ourselves by providing a comprehensive suite of wealth management services, proprietary tools and technology, an institutional investment process, and an experienced team of investment and management professionals to allow our clients to sustain and grow long-term wealth.
The challenge for most individuals and families is to choose the “right” investment alternative mix. With literally thousands of firms available to manage money and, in turn, thousands of investment alternatives, how do you decide which firm to select as a wealth advisor? Who can you trust? Who has the ability to represent you and not “sell” you products with a built-in bias? It is one of the most important decisions you make in your lifetime.
At Samoset, we work with you to understand your goals and objectives, and then provide the right mix to meet those goals and objectives.
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- We are solely focused on high net worth clients, endowments and foundations.
- We are dedicated to wealth management and are not a "financial supermarket".
- We work for you. You are our priority and we are working solely in your best interests.
- Our investment team selects and personally researches each manager utilized by Samoset on your behalf. When the managers perform in line with our expectations, we keep them in the portfolio. If and when they don’t, we identify a new manager to replace them.
- Our financial planning team will prepare a fully customized financial plan for you, and will offer independent solutions to put the plan in place. The team will provide you with alternatives for each of these options, allowing us to work with you in providing the best solutions for your plan.
Experienced Team and Institutional Approach
- Our professionals average over 20 years in the financial services industry.
- Our investment team is led by Tom Hoffman, our Chief Investment Officer, who has more than 20 years of experience and most recently managed over $8 billion of assets. The investment team, in coordination with our proprietary tools and technology, adds the critical “human element” to the asset allocation and investment process which is so important to its success.
- Most investment management businesses cannot afford the human and other resources to provide institutional-quality products and services to their clients. Our management and investment professionals all have experience in the institutional environment and in conjunction with our proprietary tools and technology allow us to deliver superior products and services to our clients and an institutional investment process.
Proprietary Tools and Technology
Full Platform of Services
Transparent Fees
- We are working for you, as the client, so our fees and those of third-party providers are completely transparent. We will negotiate with those providers on your behalf and obtain the best possible fee structure for you.