PORTLAND, ORE.—February 13, 2017—Samara Capital launched today on the tru Independence platform. The Portland-based team manages approximately $480 million in assets under the leadership of Managing Director Tasha Winkler and Senior Portfolio Manager Mike Kaiser, CFA, formerly of Union Bank.
“We established Samara Capital as an independent business so that we would have the freedom to make investment recommendations and decisions for the sole benefit of our clients,” said Winkler. “Our partnership with tru Independence enables us to focus our full attention and energy on serving our clients’ needs.”
Winkler has nearly a decade of financial advisory experience and holds a MBA in finance from the University of Portland’s Pamplin School of Business. Kaiser has 30 years of investment management and portfolio construction experience.
“At Samara Capital, we work with clients to develop investment strategies and construct portfolios that reflect their long-term goals,” said Kaiser. “Our fundamental principles counter the casino-like portrayal of the markets that investors often see in the media—we help our clients achieve peace of mind for the long run.”
tru Independence partners with financial advisory practices to provide them with the platform and resources needed to establish and operate their own independent firms.
“The tru Independence platform is designed to support advisors like the Samara Capital team as they make the shift to an independent business model,” said Doug Nichols, Managing Director, tru Independence. “We are excited to partner with Tasha and Mike and look forward to helping their business grow.”
For media inquiries, please contact Tony Kono at (646) 922-7767 or firstname.lastname@example.org.
About Samara Capital
Long-term thinking drives business and culture at Samara Capital. Long-term investing is our core focus. Meaningful, deep client relationships and tireless, consistent discipline are paramount to delivering a level of service that is second to none.
Samara Capital is a true fiduciary and absolutely independent. Samara offers a variety of services through an established network of trusted providers.
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for existing RIA’s and wealth management firms seeking independence. The firm diligently focuses on and invests in three core disciplines—investment consulting, business consulting and new business development.
To deliver unrivalled excellence, tru Independence leverages key relationships with top-tier industry service providers and platforms. The company’s consultative process is defined by simplicity, clarity and transparency, grounded on the belief that its partners can best control their future by owning the equity of their firms. Drawing upon decades of industry experience, tru Independence is committed to ensuring that its partners maximize their enterprise value. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.