• Investment Management
• Financial and Estate Planning
• Trust and Related Services

Whether it is investment management, financial and estate planning, or trust and related services, we consistently apply the following guiding principles:

• Independence
• Experienced team and institutional approach
• Proprietary tools and technology
• Full platform of services
• Transparent fees

• We work for you, as the client – we are completely independent and do not emphasize proprietary investment or related products which may be managed directly by us.  You are our priority and we are working solely in your best interests.
• As a manager of managers, our investment team selects and personally researches each manager utilized by Samoset on your behalf.  When they perform, we keep them in the portfolio of managers for you.  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 the client, 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.

• 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.

• Our unique services include key proprietary quantitative tools and technology which, combined with our experienced investment team, are integral to the thoughtful and superior investment service we provide to our clients.
• Samoset Wealth & Asset Allocation Tool (SWAAT^SM) is unique in wealth management and provides an open-architecture, quantitative framework for financial and estate planning, asset allocation, manager risk assessment, selection and monitoring, and client reporting. 
• Our proprietary SPaRC (Style, Performance, Risk and Consistency) Analysis Framework, allows us to independently rate all managers around the globe that provide performance information.
• Our proprietary tools and technology have been developed solely by our team and are owned by Samoset.  These tools and technology are state-of-the-art and are constantly being updated by us.  We do not depend on others for our key tools and technology.

• We provide access for our clients to a full spectrum of solutions in all aspects of our business, whether it is investment management or financial and estate planning services.
• In investment management, we provide access to all traditional and alternative asset classes, globally.
• In financial and estate planning, we provide our clients with the full range of solutions to accomplish the financial, estate and tax planning goals most appropriate for them.
• Not all options are appropriate for all clients.  In investment management, our investment team works with you to provide advice on asset allocation and then access to the best managers available.  In financial and estate planning, our team will help you focus on what is important to you for planning purposes and propose to you effective, independent solutions.

• 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.