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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Samra Wealth Management, A Member of Advisory Services Network, LLC.  All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed.  All economic and performance data is historical and not indicative of future results.  All views/opinions expressed herein are solely those of the author and do not reflect the views/opinions held by Advisory Services Network, LLC. The information and material contained herein is of a general nature and is intended for educational purposes only.  This does not constitute a recommendation or a solicitation or offer of the purchase or sale of securities. Before investing or using any strategy, individuals should consult with their tax, legal, or financial advisor.

© 2018 by SAMRA WEALTH MANAGEMENT, A Member of Advisory Services Network, LLC.

Business Investment Accounts

At Samra Wealth Management, we believe your business accounts deserve the same attention and investment management as your personal accounts.  At Samra Wealth Management, business clients can enjoy:

  • Fixed Certificates of Deposit (CDs)

  • Access to professional portfolio management through Separately Managed Accounts (SMAs)

  • Accounts managed according to your businesses mandate. Including:

    • FDIC insured options​

    • Aligned with Religious and Faith mandates.

  • Trust account management