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“A Personalized Approach To Your Financial Future”
All About You. While some investment firms are all about numbers, Sampson Investment Management is all about people. Managing investments requires more than just technical skills and intellectual philosophy.
It represents a very personal transaction with you and a trusted advisor that reflects a considerable degree of confidence and honesty, as well as understanding and communication.
Our mission is direct and simple:
- We work closely with you in creating realistic goals and objectives
- Formulate a plan of action
- Speak plainly and clearly
- Answer questions directly and honestly
It also means educating you, not just talking to you about investing. We think that it is better—and easier—to explain matters early in the process, rather than having to apologize later for miscommunications.
Sampson Investment Management provides this Internet "Virtual Office" as an extension of its philosophy of staying on the leading edge of technology. It is one more way that we keep you informed, work with you to intelligently plan for your future, and continue to build an enduring relationship.
Over 25 Years Of Experience. Since 1981, Sampson Investment Management has utilized a highly personalized approach to doing business—remaining at the vanguard of advisory firms when it comes to using state-of-the-art methods of gathering and interpreting investment information. It is this combination of technology with a personal touch that makes the firm unique.
- We take the time and effort to meet with you on a regular basis… face-to-face, when possible.
- We have found that an annual meeting is appropriate for some clients, while a quarterly meeting is necessary for others.
- Our comprehensive financial-team approach continues to help meet the special investment needs of individuals and the small business community.
Perhaps that is why so many of our existing clients refer their friends and family and why we have a regular flow of referrals from professionals, such as accountants and attorneys.
Scott Sampson, President. For over 25 years, Scott Sampson has offered an individualistic, client-centered approach to asset management and financial planning. He explains it this way: "99.9 percent of my business is based upon relationships … Someone is looking to me to manage their funds, but they are also looking for someone they can trust, and someone who will take the time and effort on a regular basis to talk about what is going on."
While establishing and retaining these relationships Scott has found that his counseling and education skills have meshed well with his expertise as a Registered Investment Advisor. This combination of skills and vision helps make Sampson Investment Management unique.
Born in Utah, Scott has spent most of his life in the San Francisco Bay area. He graduated from the University of California, Berkeley, in 1972, attended The Church Divinity School of the Pacific, an Episcopal seminary, for two years, and earned a Masters degree in Counseling. After working as a school psychologist for a decade, he made the transition from education into financial planning, initially working with people in the education field, as well as with non-profit organizations. He earned his Certified Financial Planner™ (CFP®) designation in 1985.
Scott incorporates his counseling skills into his role as a financial planner and asset manager. In fact, he utilizes the same "people skills" he had used as a school psychologist to help people understand not only the concept of investing, but also the dynamics of emotions and concerns that inevitably occur during and after the decision-making process.
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