Samalin Investment Counsel, LLC
Samalin Investment Counsel, LLC, doing business as Samalin Wealth, is a registered investment advisory (RIA) firm headquartered in Chappaqua, New York. Founded in 2011, the firm offers investment management, financial planning, and holistic wealth management services, particularly serving individuals, high-net-worth individuals, and families. The firm emphasizes customized financial strategies and fiduciary duty, employing a 'Pay Yourself First' philosophy to help clients secure their financial future. It has approximately 12-14 employees and serves over 1,200 client accounts, primarily in the United States.
Investment Strategy
Samalin Wealth's investment approach centers on personalized financial planning and disciplined, long-term investment management for individuals and families. The firm is a fee-only fiduciary, focused on aligning recommendations with client interests. Its 'Pay Yourself First' strategy encourages clients to prioritize savings and investments to build long-term wealth. Samalin Wealth designs portfolios tailored to each client's goals, risk tolerance, and stage of life, integrating tax strategies, retirement planning, and holistic advice to protect and grow client assets. The firm avoids product sales conflicts and acts in clients' best interests at all times.
Top Holdings
Equity Positions (288)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 2.92% | $7.6M | 37,086 | $106.10 | $205.17 | -$615.5K |
M MSFT | MICROSOFT CORP | 2.20% | $5.7M | 11,526 | $223.59 | $497.41 | +$1.5M |
S SPY | SPDR S&P 500 ETF TR | 2.17% | $5.7M | 9,175 | $427.31 | $617.85 | +$354.0K |
O OUNZ | VANECK MERK GOLD ETF | 2.07% | $5.4M | 169,439 | $19.01 | $31.89 | -$478.7K |
N NVDA | NVIDIA CORPORATION | 1.88% | $4.9M | 31,120 | $22.54 | $157.99 | +$1.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | — | Put | $568.8K | 36 | $157.99 | $108.38 | 0 | +$178.6K |