SAM's Gold Portfolio Strategy

Our gold strategy is designed for clients who want to allocate a larger portion of their net worth to precious metals, primarily gold. We believe precious metals will continue to be a superior store of value to the US dollar and other fiat currencies, particularly in periods of high inflation, just as they have been for thousands of years. We also believe that gold is the ultimate safe haven asset. During times of economic downturn, war, and other calamities, investors have time and again sought refuge in gold in order to preserve their wealth. Our four-pronged approach to investing in gold emphasizes wealth preservation, but also provides the potential for both income generation and capital appreciation. We focus on four types of precious metals investing, physical precious metals, major gold mining operators, emerging producers, as well as streaming and royalty companies that specialize in funding gold projects. This approach allows us flexibility to navigate the gold investing universe in several different ways depending on the investment environment and where we see the greatest opportunities. In our increasingly uncertain and unpredictable world, we believe gold has a place in the portfolios of most any investor as a hedge against volatility and to increase diversification. For those reasons, we often have a modest allocation to gold across several of our other strategies. Some of our clients choose to have a greater emphasis on the precious metals in their portfolio. It could be because they are prioritizing wealth preservation, or they simply have more comfort investing in a hard asset with a track record going back thousands of years. If that sounds like it could be a fit for you, I'd encourage you to consider our gold strategy.