A complete list of active advisors currently associated with Samara Capital

Warmer can help you find a great advisor at Samara Capital or one who fits your needs even better.

Samara Capital provides discretionary investment management, financial planning, consulting and retirement-plan services to individuals, high‑net‑worth families, trusts, retirement plans and small corporations. The firm also advises multi‑generational households using separately managed accounts and offers legacy‑position management and assets‑under‑advice consulting. The firm pursues a portfolio-level approach centered on strategic asset allocation across equities, fixed income, ETFs and cash, executing trades on a discretionary basis and rebalancing to align with client objectives and risk tolerances. Investment decisions draw on a mix of fundamental, technical and manager analysis, and portfolios may retain a meaningful cash allocation depending on market outlook; clients can impose reasonable investment restrictions. Distinctive features include a compact advisory team and a recent transition to SEC registration as an RIA, combined with a technology arrangement that uses Advyzon for data reconciliation, reporting, and fee calculations (Advyzon has access to account data but is not an investment adviser). The firm also documents legacy‑position handling (with the option to exclude certain legacy holdings from fee calculations) and can act in ERISA fiduciary roles, including serving as a Section 3(38) investment manager for plan models, which is less common for firms of similar size.

To learn more about the advisors currently working at Samara Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.