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INVESTMENT MANAGEMENT

Salem’s investments focus on high-quality companies with proven track records and strong prospects for growth. In our fixed income securities, we manage risk and emphasize stability to optimize income.

FINANCIAL PARTNERSHIP

As your financial partner, Salem takes the time to know you and understand your needs. Our business is built on long-term, trusted relationships. We provide you with the highest level of personalized service, integrity, investment expertise and experience. 

THE SALEM ADVANTAGE

What sets us apart as your financial partner?

Customized Services: There is no “one size fits all” approach to our portfolios. We hand-pick each individual security that goes into your investment portfolio, tailoring it to your needs.

Transparency: We provide all our financial services for one fee. 

Independent: We are privately owned and do not have any affiliations with other companies. We also do not sell any financial products or insurance.

OUR MISSION

Your financial well-being is our mission. Driven by the conviction that each client’s investment portfolio must be tailored to that individual’s needs, Salem seeks a principled balance between capital growth and capital preservation over your lifetime. Founded in 1979, we provide wealth management services as a fiduciary and SEC Registered Investment Advisor to clients nationwide.

OUR CLIENTS

CLIENT SATISFACTION IS AT THE HEART OF SALEM’S SUSTAINED GROWTH AS A FINANCIAL ADVISORY FIRM. Our clients’ success has driven our growth. By knowing and understanding each client’s needs and goals, we develop personalized portfolios that lead to prosperous, lasting and long-term relationships.
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GET TO KNOW US – SALEM IS YOUR TRUSTED FIDUCIARY

Founded to provide services to a prominent North Carolina family in 1979, Salem’s charter was to provide the best financial management and guidance to each family member.  Since opening its doors to other investors in 1982, Salem has continued this mission, growing to over $1.6 billion in assets under management.