Dedicated to Managing the needs of our clients today and planning for their future.

A Clear and Concise Process

At SAC Investments, our investment philosophy is to maximize investment return while minimizing your risk and portfolio volatility. We use research from the Investor's Business Daily. We combine sound investment principles, exhaustive research, and knowledge of your individual financial situation and needs to develop the right portfolio for you.

We understand high net worth investors, and we’ve built our reputation around meeting their specific goals and needs. Our experience in all areas of investing offers an extensive range of resources that only a few firms can replicate. More importantly, is how we use these strengths to deliver an effective money management system that works specifically and individually, for each client.

The Asset Allocation Advantage

Studies have shown that other than "time", asset allocation is the single most important factor in determining success for your portfolio. It is more important than individual security selection, and more important than market timing.

So, what is “Asset Allocation”? It is a strategy for putting your eggs in several buckets. These buckets are cash, bonds & stocks. Cash is the liquid portion of your portfolio. Bonds are safe, provide income & stabilize the portfolio during market pullbacks. Stocks or baskets of stocks are the growth portion of your portfolio. Investing in all 3 buckets provides a diversified portfolio.

Risk vs. Returns

By using Asset Allocation, we invest your funds in different categories on investments, all with varying levels of risk and varying expected rates of returns. The amount we choose to invest in each category is soley based on your individual risk tolerance and investment goals.

Investing using Asset Allocation principles allows you to:

  1. See how you portfolio works as a whole.
  2. Adhere to long-term strategies.
  3. Evaluate the performance of your portfolio against certain metrics.
  4. Track your progress in relation to long-term goals.
  5. Participate in strong markets while limiting loses in down markets.

As a personal investment firm, we look forward to working with you as your financial advisor to help you develop your ultimate portfolio.

“We choose your investments based on your needs and objectives, rather than some cookie-cutter formula.”

Schedule a chat or call 570-885-6672 to speak with Sam to discuss your investment possibilities!