Samarian Group, Ltd

Samarian's disciplined investment process is an extremely effective way for our clients to achieve their objectives in a world that is undergoing fundamental shifts in wealth creation and growth drivers. Our team is intensely focused on providing superior service and innovative investment solutions across a range of asset classes.

Our team works closely with financial institutions, wealth managers, IFAs and accountancy firms to develop unique investment opportunities, ranging from pure equity to tax-efficient structures, which enable clients to invest in some of the most compelling financial products available in the World.

Our exceptional relationships and network of national and international customers, and highly qualified principals, makes Samarian Group a reliable partner that strengthens the market positions of our clients and counterparties.

What We Do

Samarian Group, Ltd. is a boutique investment firm who executes financial transactions.  Samarian is also a facilitating management services entity that provides transaction flexibility and transparency for deal closing.

Samarian has banking relationships with financial institutions, broker dealers, and agents who issue and underwrite bonds.

Our team is responsible for identifying assets that present opportunities, appropriate counter parties for the transactions, execution of the transactions, overall program management and documenting the investment performance and returns to our investors.

Our value added approach and methodology appeals to corporations, endowments, foundations and family offices. Samarian's transaction counterparties include domestic and international banks, other boutique investment banks and asset management companies.

Our Mission

We are dedicated to creating the most innovative financial solutions for our clients and partners. Our dedication to our clients is second to none. We are passionate about service, taking the extra time to understand the needs of our customers. Our team of professionals work tirelessly to ensure that each and every transaction is positive and fosters a rewarding relationship, underscored by knowledgeable, responsive service.

Client-Driven Approach

Success is generally measured through comparative results-driven profit maximization. And maximizing results means doing your homework. From initial contact to final deal execution, we focus on success and results-driven flawless execution. Our clients represent a partnership of equals. Our firms success is measured by our clients success.

Experienced Team of Professionals

Our network deal flow is measured in billions. Our skilled finance partners represent some of the most qualified professionals in the niches they serve. Our experience is eclipsed only by our complete commitment to our clients' success.

Relationship Longevity

Unlike many firms, we focus on building long-term relationships with our customers - relationships that transcend the transaction and grow as your business grows.