We provide investments that meet the unique needs of multi-employer plans. Mutual Funds Institutions have found our funds attractive when trying to achieve their investment goals in a daily valuation environment due to our low expense ratios and superior long-term track records. State of the art record keeping and plan administration services are available. Insurance Company Assets Managing assets for fixed and variable life insurance products has long been a mainstay of SAM s investment services. In 1987 we created a portfolio of funds registered specifically for variable life and annuity products.
Institutional services provides revenue and marketing support to our insurance customers.
At SAM, we put our client s interests above our own. We believe the best way to communicate with our clients is in their own language and not through the jargon of the investment world. We accomplish this through a balance of contact with trained client services staff while encouraging open access directly to the portfolio managers. We place the highest value on long-term relationships and view our goal relative to client service, as a relationship where our performance exceeds our clients expectations. All Rights Reserved.