Insights

At Samra Wealth Management we conduct in-depth equity research, specific to industry and sector.  This research forms the basis of our portfolio construction and is available to view in our monthly market commentary.  As a boutique investment firm, we utilize primary and secondary research from some of the industry's best known firms and financial analyst.  We have made a significant investment in technology, leveraging the capabilities of ratings agencies for equity research, and software for portfolio analysis.  Combined, these partnerships and tools allow us to identify areas of excessive risk, over-diversification, portfolio relative strength and fundamental analysis. 

With the rising conflict of financial firms creating and manufacturing investment products and managing assets, at Samra Wealth Management customized portfolio design individualized for each client alleviates this conflict.  As fiduciaries, we are transparent and place the interest of our clients first.  Our advisory solutions capabilities allow us to serve Federal, State & Municipal Government, Institutions and Endowments, Corporations and individuals throughout the United States. 

​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.

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