A complete list of active advisors currently associated with Samuel & Associates Investment Management LP

Warmer can help you find a great advisor at Samuel & Associates Investment Management LP or one who fits your needs even better.

The firm provides ongoing portfolio management primarily to individual and high‑net‑worth clients, developing an investment policy statement for each client that outlines goals, risk tolerance, and time horizon. It generally limits advice to mutual funds, equities, exchange‑traded funds and venture capital funds, and offers discretionary management with no stated account minimum. Investment decisions are informed by a blend of fundamental and technical analysis alongside modern portfolio theory, and the firm employs a long‑term trading approach while seeking fair and equitable allocation of opportunities among client accounts. It typically requests discretionary authority, conducts at least quarterly account reviews, and delivers quarterly custodial reports to clients. What is distinctive is the firm’s affiliation with an accounting practice and a principal who is a licensed CPA, from which accounting advice or products may be offered; the brochure discloses this outside activity and states clients are not required to use those services. The firm is small and relatively new, managing a limited number of accounts, and documents policies intended to address conflicts of interest, personal trading, and receipt of third‑party research or soft‑dollar benefits.

To learn more about the advisors currently working at Samuel & Associates Investment Management LP, 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
Nicholas Samuel	Miami, FL	5

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