As the level of risk declines and equity valuations become more favorable, wealth accumulation becomes the main objective.Īlong with these three tenets as our focus, two additional facets remain consistently important to the values of our firm:ġ. When risk is high, Wealth preservation is emphasized. The overarching tenet is reduction of risk. The strict adherence to and application of our investment philosophy helps enable us to improve your opportunity to fulfill the goals of wealth Accumulation, wealth Preservation and reduction of risk. SAM uses this philosophy to determine the risk level inherent of the current market conditions. The investment philosophy of our portfolios is based on the intersection of the use of fundamental equity analysis and technical indicators. We are brutally honest: we give attention to detail, and are responsive to our client’s needs. We stand ready to practice the virtues necessary to maintain those values. Our clients find SAM to be firm in our beliefs and values. It is why SAM favors long-term performance and stability, over short-term gain. This is a responsibility not taken lightly by this firm. The clients of SAM require our services, not only for quality investment proposals, but also for more important things-like the freedom to enjoy the wealth life has to offer.

For each of our clients, we strive to create the financial stability and security required for financial independence. The most important key to our longevity, however, is our clients’ success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

SAM was founded with the goal of assisting its clients in every aspect of their financial lives.

Sentinel equity group