Strategic Asset Management (SAM)

Strategic Asset Management (SAM) is an integral component of any comprehensive investment planning process. The process is designed to provide an investment strategy customized by your financial advisor and driven by your unique set of investment goals.

A Relationship Built to Last

Your financial advisor is committed to your long-term success. By working with your advisor to develop and execute a strategy tailored to your goals, you can be confident of having a sound investment plan, one designed to help increase your wealth over time.

Flexible Strategies

Your unique circumstances and personal objectives dictate the financial strategy we develop, as well as the types of vehicles chosen to help you pursue your goals. Your financial advisor has the flexibility to offer you the investments best suited to meet your needs. Investments you already own can be combined with those selected by your advisor to complete your customized portfolio and help ensure the success of your long-term plan.

Fee-Based Guidance

Fee-based asset management allows you and your financial advisor to share a common goal—to grow the value of your assets. A long-term approach to investing, fee-based asset management ties your advisor’s compensation directly to the performance of your account. Instead of commissions, your advisor earns an annual fee based on the market value of the account. You and your advisor concentrate on what matters most—building an investment portfolio designed to help meet your specific needs.

The Value of Asset Allocation

Asset allocation is at the core of Strategic Asset Management. This involves spreading your investments across several asset classes—such as stocks, bonds and cash equivalents to reflect your particular goals. Asset allocation allows your portfolio to participate in a variety of market sectors, while potentially minimizing overall volatility. Keep in mind, asset allocation does not ensure a profit or protect against loss.

Each custom portfolio is individually designed to achieve an optimal blend of investments tailored to your personal goals, time horizon and risk profile. The process encompasses:

  • Setting investment objectives
  • Establishing weightings for various asset classes
  • Choosing specific investments
  • Making adjustments as circumstances dictate

Putting Strategic Asset Management to Work for You.

Download our Strategic Asset Management brochure

Securities and advisory services offered through LPL Financial, A Registered Investment Advsior - Member FINRA / SIPC.

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