A complete list of active advisors currently associated with Sampatti financial llc
Warmer can help you find a great advisor at Sampatti financial llc or one who fits your needs even better.
Sampatti Financial provides discretionary asset management and portfolio services to individuals, high‑net‑worth clients, and small businesses, and also advises employer-sponsored participant-directed retirement plans including 401(k)-type accounts. The firm manages accounts on an ongoing basis and implements client-directed investment objectives through custodial arrangements. The firm’s investment process is individualized and continuously monitored, combining fundamental, technical/charting and quantitative analysis to tailor portfolios to client circumstances and risk tolerances. Where appropriate for a client’s objectives, Sampatti Financial may employ option strategies, futures, short sales and margin, and it aggregates and allocates trades on a pro rata basis using a designated custodian. What distinguishes Sampatti Financial from many peers is that it offers performance-based fee arrangements to qualified investors, a relatively uncommon feature among supported firms, and documents a focus on option-based hedging and active trading tactics. The firm operates with a small advisory team managing roughly $34 million for about 86 clients and notes principals with technical and quantitative backgrounds (engineering, computer science and business), reflecting boutique scale paired with capability to use more complex trading strategies.
To learn more about the advisors currently working at Sampatti financial llc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Leesburg, VA
| 11
| |
Leesburg, VA
| 7
|
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