We manage your investments and monitor the risks so you enjoy retirement
“When experience, knowledge and integrity really matter…”
S.A.C. Investments is an independent investment management firm built on the firm belief that all investors should have access to unbiased, professional advice provided through a client-first relationship. Founder and Principal, Sam Curmaci, brings extensive money management experience to his firm, with a particular emphasis in retirement planning and investing for senior executives, professionals and entrepreneurs.
Our deep experience in all aspects of investment management offers our clients an uncommonly wide-range of resources in the design and management of individualized portfolios for
- Defined Contribution Plans, including 401k Plans, 401k Rollovers, Profit Sharing Plans, SEP and SIMPLE IRAs
- Defined Benefit Plans, including Pension Plans, Supplemental Executive Retirement Plans (SERPs), Combined Pension and Profit Sharing Plans
- Individual Investment Plans, including IRAs, IRA Rollovers, Non-qualified Investment Accounts
As an independent advisory firm, S.A.C. Investments is able to engage each client in a highly personalized process of planning, developing and managing a fully customized investment portfolio that seeks to achieve an optimal balance of growth, income and capital preservation. Our investment approach is based on extensive, empirically-validated research and driven by disciplined and objective methodologies for asset allocation and portfolio management.
It is our ultimate goal to provide a level of service that inspires confidence and trust, while bringing absolute clarity to each client’s goals and investment objectives. We are committed to doing our job diligently so you can have the freedom to focus on your ambitions for a good life, now and in the future.
Learn how S.A.C. Investments can help you achieve your wealth ambitions.