Salem manages individual, brokerage, trust, and retirement accounts for individuals, corporations and foundations. Salem also helps companies establish and maintain retirement plans.

We focus on working with people that want to work with us and will benefit from our services. We would never want a potential client to rule themselves out before contacting us, so we welcome the opportunity to discuss your particular financial situation.

Yes. As your investment advisor we hold ourselves as fiduciaries and seek to act with your best interests ahead of our own.

We charge a percentage of assets under management for our services. These fees are assessed on a quarterly basis, in arrears. At Salem, we pride ourselves on a transparent approach to investing and fees. We have one fee for everything we do for you, and no hidden surprise charges along the way.

Salem has full access to individual securities, mutual funds, and exchange traded funds. We conduct our own research in these areas in order to determine the investments that best fit our clients’ needs.