Investments at a Glance

Our investment process is guided by the principles of Modern Portfolio Theory (MPT). We utilize a global strategic Asset Allocation model to construct portfolios around a core of index and enhanced index funds. Below are sample reports displaying our performance.

Quarterly Composite Report

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Composite Performance Thru Q4 2021

Composite Performance Report

Sample Portfolio Performance

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a Moderate Portfolio vs the S&P 500

Sample Performance Report

18 Years of Verified Performance

To legally publish performance figures, investment reports must be verified. SAM has a recorded 18-year performance history, verified by Absolute Verification Services, as established by the CFA Institute.

GIPS Verifier’s Report