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We help clients arrive to their destination safely and on time

By building genuine relationships &

developing thoughtful guidance.

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Only when you combine sound intellect with emotional discipline, do you get rational behavior.

~Warren Buffett

What's important to you is important to us.

Welcome to Samara Capital where we are dedicated to our clients and our disciplined process of building investment portfolios that endure.  We work with clients to create and manage customized portfolios based on their goals, risk tolerance, financial needs, and expectations. 

At Samara Capital, we’re focused on assisting our clients in becoming more knowledgeable and confident in their financial future.  We offer a deep understanding of investing, built on years of experience and education combined with a sincere personal interest in helping people feel confident that good decisions are being made.

Quality Matters.

We invest in quality investments to help reduce risk and volatility in your portfolio.  Markets can be chaotic at times, we focus on selecting companies with solid track records and sound financials that are likely to perform well over time.

Time in the Market Matters.

For the best results, we focus on the long term instead of trying to find the perfect time to buy or sell, a mistake many people make. Studies have shown those who stay invested outperform others who try to time the market by pulling money in and out at inopportune times. 


We emphasize simplicity and minimizing investment risk when possible. We do not invest in hedge funds or implement trading strategies in our portfolios. If an investment can’t be easily explained, it may not be a good investment.

Our mission and our passion is taking care of people. We’re here to connect the dots and provide sound investment solutions that fit your needs. That’s why we promise to get to know you — your goals, dreams, and aspirations. 

Let us help you get it right.


How We Can Help You

Wealth Management

We serve a variety of clients with various needs.

A significant consideration for our investment approach for you is your need or desire for distributions now and in the future. We work with you to determine the right investment mix to address those distribution needs and balance your goals of income and long term growth.