S.A.C. INVESTMENTS – YOUR PROFESSIONAL INVESTMENT ADVISORS
ABOUT THE FIRM
S.A.C. Investments is an independent investment management firm, founded with the sole mission to help investors discover financial success by managing risks and delivering returns. They strive to work with as much consistency and efficiency as possible. Established in 2001, S.A.C. Investments is built on the promise of providing all investors with access to unbiased professional advice, done through client-first relationships.
S.A.C Investments creates a fully personalized investment portfolio for each and every client through a highly customized process of planning, developing and management. With each portfolio, S.A.C. Investments strives to attain an ideal balance of growth, income and capital preservation, tailor-made for the client, with the aim of helping every client realize financial success.
ABOUT THE FOUNDER, SAM CURMACI
Founder and Principal, Sam Curmaci, brings with him to S.A.C. Investments, an extensive experience of money planning. He has established himself as a leading authority in retirement planning and investing for senior executives, professionals and entrepreneurs.
Sam serves a range of clientele, consisting of physicians, attorneys, academia, senior executives, and government employees. He has counseled thousands of clients on behalf of Fortune 50 companies such as Lockheed Martin, Proctor and Gamble, Dow and Corning and AT&T. His ethics are grounded in three principles, which represent the firm’s attitude to business – Integrity, Technological Competence and Consistent Value.
PLANS AND RESOURCES OFFERED
S.A.C. Investments have a vast knowledge and experience in all aspects of investment management. They offer a wide range of resources to clients so that they can design and manage individualized portfolios.
S.A.C. offers three plans for their clients: Defined Contribution Plans (including 401k Plans, 401k Rollovers, Profit Sharing Plans, SEP and IRAs), Defined Benefit Plans (including Pension Plans, Supplemental Executive Retirement Plans, Combined Pension and Profit Sharing Plan), and Individual Investment Plans (including IRAs, IRA Rollovers, Non-qualified Investment Accounts).
S.A.C. INVESTMENTS’ VISION AND PRINCIPLES
S.A.C. Investments hold fast to their client-first principle, and consider long-term relationships with clients their greatest asset. They make sure that the best interests of their clients are their top priority in whatever they do, and build highly transparent advisory relationships with all of their clients. These relationships are based in the highest degree of accessibility and communication. Maintaining a high standard of integrity and ethics in all transactions is paramount to the S.A.C. Investments procedure. S.A.C. investments serve all their clients with individual care and thoughtfulness.
The S.A.C. Investment approach is based on extensive research and studying of investment and it is shaped by disciplined and objective methodologies for asset allocation and portfolio management. S.A.C. Investments strive to provide service that inspires confidence and trust, so that their clients have the freedom to shape their life and attain their financial ambitions.
You can check for complaints on Sam Curmaci by accessing http://brokercheck.finra.org. A handful of clients have written reviews of their experience with Sam Curmaci. http://sacinvestments.com/client-testimonials/ You can also check for scams by entering http://www.scamadviser.com/check-website/sacinvestments.us. This is Sam Curmaci’s original site and now points to his current site sacinvestments.com. See what the BBB has to say about Sam Curmaci’s Pennsylvania location. http://www.bbb.org/washington-dc-eastern-pa/business-reviews/investment-advisory-service/sac-investments-in-clarks-summit-pa-235967756/