Samra Wealth Management offers solutions for university endowments, federal agencies, state and municipal governments by assisting with portfolio management, providing alternative asset guidance, and assisting with qualified plan solutions.
In line with your investment policy statement, we can manage an entire endowment or a portion, for segmented exposure towards specific asset classes.
A range of customized solutions to fulfill the needs of select clients, including investment management, taxation strategy, wealth transfer, and insurance planning.
State & Municipal Government
A focus towards university endowments, federal agencies, state and municipal government, in assisting with portfolio management, alternative asset consultancy, and advising on qualified plans
At Samra Wealth Management, we invest in accordance with your agency's individual mandate. We can travel throughout the nation to meet with your employees.