Mercier Island, WA Office

Secure Asset Management, LLC (SAM) provides personalized financial planning and discretionary investment management primarily to individual clients and offers pension consulting services for retirement plans. Services include ongoing portfolio management, referrals to third‑party money managers, and held‑away account management via a third‑party platform; the firm states it has no account minimum.

SAM implements client‑specific investment policy statements and periodic reviews and uses a mix of fundamental, technical, and cyclical analysis across mutual funds, ETFs, equities, fixed income, options, and real estate funds. The firm commonly exercises discretionary trading authority, may implement trading signals from third‑party managers, and emphasizes equitable allocation of investment opportunities among client accounts while custody remains with external custodians.

Compared with many enterprise advisers, SAM does not maintain traditional corporate or business client relationships and instead concentrates on individuals and plan‑level consulting, an uncommon client mix for a firm of its size. The brochure also discloses several firm‑level features that distinguish it from peers: affiliations with affiliated tax, mortgage, and broker‑dealer entities, the receipt of solicitor fees for third‑party manager referrals, and use of held‑away account technology and third‑party platforms for management and reporting.