For Financial Professionals

Our goal at Select Asset Management, LLC (SAM) is to create a long-term partnership with you, the Financial Professional. Whether you are a Financial Planner, Accountant, Attorney or Insurance Agent, we would like to manage your client’s money. We provide professionally managed portfolios with investment objectives custom-tailored to meet each of our clients’ unique needs. Accounts are structured using sound financial planning and solid asset allocation principles. We are a Houston-based firm with pride in our outstanding customer service. As a Financial Professional, you can appreciate the importance of customer service. Be assured that you and your clients will have unlimited access to our portfolio strategists. Let us be an extension of your team.

We are sensitive to the relationship that the Financial Professional has with his or her client. Our interaction with the client will be designed to reinforce the financial professional established relationship with his or her client. When you refer us to one of your clients, we will conduct a thorough suitability analysis to determine the proper allocation of your client’s assets. We believe in the “Balanced Account” approach, investing in the appropriate asset classes.

In connection with a professional partnership, SAM commits to providing a revenue stream to you, the Financial Professional. Unlike some companies who pay different commissions in their first year than they do in the second and subsequent years, we will pay a level commission for as long as we manage your client’s money. This compensation arrangement provides you with both a consistent and predictable revenue stream for your practice.

To recap, we pride ourselves in our high level of customer support to both you and your client. We will keep the Financial Professional apprised of their client’s up-to-date results. Finally, we have developed a compensation plan that makes good business sense for the Financial Professional.

For more information about Select Asset Management and its products and services, please contact one of our associates.