INVESTMENT MANAGEMENT | Samra Wealth Mgmt

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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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Power of a Trust

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Wealth Transfer Strategies

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

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Are You Eligible For Tax-Capital Gains

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Executive compensation, concentrated stock and key person insurance are just a few of the strategies we leverage for executives.

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Private Wealth Management

A range of customized solutions to fulfill the needs of select clients, including investment management, taxation strategy, wealth transfer, and insurance planning.

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Tailored solution specific to sector and size, focused on cash management, taxation strategy and succession planning. Seamless 401(k), 403(b) transfer, and group benefit initiation.

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A focus towards university endowments, federal agencies, state and municipal government, in assisting with portfolio management, alternative asset consultancy, and advising on qualified plans.

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Sports & Entertainment

At Samra Wealth Management, we understand the complex financial needs of professional athletes and entertainers.

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Alternative Assets

Given your firms investment mandate, we will create a custom alternative asset offering to fit the needs of your firm.

Disclosures Site Map Security Careers

Corporate Governance Locations Equal Opportunity Employer

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