From its beginnings, Salem’s focus has been to help individuals and families realize their financial goals by providing high quality asset management and financial planning customized to each client’s specific needs. Since opening its doors to the general public in 1982, Salem has grown to over $3.5B in assets under management.
Investment strategies have come and gone over the past 40 years, but Salem’s fiduciary duty is unchanged: the interests of our clients are paramount and must be served without conflict. Salem does not sell life insurance, annuities, mutual funds, or any other financial products. We believe selling products can result in a conflict of interest. As a fiduciary, we always put our clients’ interests first.