Performance

Investments at a Glance

Our investment process is guided by the principles of Modern Portfolio Theory (MPT). We utilize a global strategic Asset Allocation model to construct portfolios around a core of index and enhanced index funds. Below are sample reports displaying our performance.

4th Quarter Composite Report

Sample Performance with S&P Report

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Sample Performance with S&P Report

Sample Performance with S&P Report

16 Years of Performance


To legally publish performance figures, investment reports must be verified.
SAM has a recorded 16-year performance history;
verified by Absolute Verification Services, as established by the CFA Institute.

GIPS Verifier’s Report: As of 2016