Our Firm
“Integrity, Competence & Value”
S.A.C. Investments is a Registered Investment advisory 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.
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.