Samalin Investment Counsel
Overview
Samalin Investment Counsel is a New York-based private investment firm offering personalized wealth management services. The firm specializes in providing comprehensive financial planning, investment management, and advisory services to high-net-worth individuals, families, trusts, and foundations. Their approach emphasizes long-term capital appreciation and preservation, aligning their interests with those of their clients. The firm's investment strategy is disciplined and research-driven, focusing on a diversified portfolio that includes fixed income, private equity, real estate, and venture capital. They cater to various stages of investment, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This broad investment scope allows them to tailor strategies to meet the unique needs and goals of each client. With a team of experienced professionals, Samalin Investment Counsel has built a track record of delivering objective and conflict-free advice. Their fee-only model ensures that revenue comes directly from clients, not from commissions on financial products, fostering a transparent and trust-based relationship. This structure enables them to provide unbiased recommendations, focusing solely on the best interests of their clients.
Investment Focus
- High-net-worth individuals
- Families
- Trusts
- Foundations
Portfolio Companies
Reach Samalin Investment Counsel directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Samalin Investment Counsel
What sectors does Samalin Investment Counsel invest in?
Samalin Investment Counsel invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chappaqua, United States. Samalin Investment Counsel is listed as a private investment firm in the ConnectSafely investor database.
What stage does Samalin Investment Counsel invest at?
Samalin Investment Counsel backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Samalin Investment Counsel invest in?
Samalin Investment Counsel invests across United States.
What companies has Samalin Investment Counsel invested in?
Samalin Investment Counsel's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Uber and Google.
How do I contact Samalin Investment Counsel?
Samalin Investment Counsel's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
