Samalin Investment Counsel is an award-winning SEC Registered Investment Advisory firm that offers our clients what we consider to be, white glove service. Customer service is a top priority for us. With companies relying so much on technology, we still believe it is important to interact with our clients. Our entire team knows all of our clients and their goals because they are our goals.
General Information |
| Firm Start Year: | 2007 | |
| No.of Employees: | 10-19 | |
| Number of Years with Current Firm: | 2 |
| I work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Commodities, Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via Email, At my office, At your home, Video Conference, At your office, Via Phone |
Compliance |
| Registered Investment Advisor: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Compensation Methods: | Based on Assets, Flat Fee |
| Additional Details on Charges: | Fees are based, in part, by the complexity of your needs. Please reach out to discuss. |
| BA - Economics |
Hamilton College
08/01/1997-05/01/2001 |
| MBA - Finance |
Vanderbilt University
08/01/2008-05/01/2010 |
Third-party rankings are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser. Investment advisory services are offered through Samalin Investment Counsel, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly notice filed, or is excluded or exempted from state filing requirements. SEC registration does not constitute an endorsement of the Company by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Matthew is an investment professional with vast financial experience across asset classes, including positions at Gabelli Funds and Farallon Capital Management, two of the world's top investment managers.
Matthew leverages his experience to help business owners and professionals develop retirement programs designed to grow and protect their wealth during working years and provide cash flow in retirement. In addition to fee-only wealth management, his holistic approach incorporates all aspects of financial planning, from college funding to tax and estate planning.
Matthew holds a BA in Economics from Hamilton College, an MBA from Vanderbilt University, and the CFA Charter. He is also an Adjunct Professor of Economics at SUNY Suffolk. In his little free time, he is likely found on the golf course.
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