Research & Advisory

At Samra Wealth Management we conduct in-depth equity research, specific to industry and sector.  This research forms the basis of our portfolio construction.  We share our insights in our monthly market commentary.  As an independent investment firm, we utilize primary and secondary research from some of the industry's well-known firms and financial analysts.  We have made a significant investment in technology, leveraging the capabilities of ratings agencies for equity research, and software for portfolio analysis.  Combined, these tools allow us to identify areas we think are excessively risky, over-diversification, portfolios relative strength and fundamental analysis.

Our industry is seeing a rise in financial firms who create and manage their own investment products.  At Samra Wealth Management we do not create or manage our own products. We create customized portfolios, individualized for each client, which we believe alleviates this conflict.  As a fiduciary investment advisor, we work hard to be transparent and we 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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