Building goal based portfolios
- Develop Investment Policy Statements that clearly define client objectives and outline all fiduciary roles and responsibilities
- Construct investment portfolios with customized asset allocations
- Provide customized Fixed Income only portfolios
- Utilize in-house investment management expertise to reduce overall fees
- Implement tactical rebalancing strategies and real time risk management
- Provide monthly consolidated reporting
- Display and measure performance by asset class
Fixed Income Specialty
We have built an internal team that specializes in the fixed income asset class. This asset class is often viewed as just a source for liquidity and overlooked as a source of predictable and excess return.
Risk Management Platform
SAMT has a very disciplined and quantitative process for risk management. This is one of our hallmarks to successfully executing our investment philosophy. The approach to risk management begins with our technology platform that allows us to monitor positions on a real time basis.