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Investment Management

Samra Wealth Management focuses on customized portfolio design and investment management to suit a diverse clientele.  Our Portfolio design and construction, asset allocation and advisory solutions capabilities allow us the capacity to serve Federal, State & Municipal Government, Institutions and Endowments, Corporations and individuals throughout the United States. 

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Sunset Sailboats

Section 1202: Your First $10m Tax-Free?

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Are You Eligible For Tax-Capital Gains

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