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SAM Digital 2017-05-13T03:02:23+00:00

WE LEVERAGE THE LATEST
DIGITAL TECHNOLOGY

Our digital platform is an automated investment solution paired with the advice and experience of SAM. Whether used as a complement to other strategies or as a stand-alone solution, we believe this system minimizes obstacles to investor success by increasing tax-efficiency, automating savings, and utilizing well-researched, low-cost passive investments.

Whether you are just starting out or represent an institutional endowment, SAM Digital can declutter your finances and streamline your path to success:

SAFETY NET

This account is designed to balance growth and safety over intermediate time frames and is suitable if you are looking for more upside potential than just holding cash. The allocation is designed to manage volatility.

RETIREMENT ACCUMULATION

This is a long-term investment account. We offer both taxable and tax-advantaged retirement options. We customize an asset allocation and suggest a monthly contribution according to your retirement age.

SUSTAINABLE SPENDING

Whether you are an endowment, a retiree, or a multi-generational family, we design a plan to cover your spending needs sustainably.

IMPROVING AND SIMPLIFYING THE INVESTMENT EXPERIENCE