Salem Partners Advisors Llc Dba Salem Partners Wealth Management

Salem Partners Wealth Management, LLC is a registered investment adviser established in 2004, offering investment supervisory services tailored to individual client needs. The firm creates investment portfolios using various assets and asset classes, including stocks, bonds, ETFs, mutual funds, and alternative investments. Client portfolios are managed based on their Investment Policy Statement, with continuous monitoring and annual rebalancing. As of December 31, 2024, the firm advised over $413 million in client assets on a discretionary basis. Clients are required to have a minimum account size of $10 million, although this requirement may be waived. Fees are based on a percentage of assets under management, billed quarterly in advance. Additional fees may include charges from custodians or third parties, exclusive of the firm's fee. SPWM maintains a fiduciary policy, prioritizing client interests over its own or affiliates'. The firm's investment strategies focus on customized asset allocations to meet client objectives and risk tolerances, utilizing fundamental valuation ratios and credit spreads for analysis. SPWM's investment team meets weekly to review portfolios and market outlooks. The firm offers discretionary investment management, with clients having the option to set limitations in writing. Clients are encouraged to discuss their needs and goals regularly, with account reviews conducted at least quarterly. SPWM's professionals have diverse educational backgrounds and business experiences, with a commitment to ethical practices and client confidentiality. The firm's Code of Ethics and privacy policy ensure compliance with regulations and safeguard client information. SPWM also discloses potential conflicts of interest related to private securities offerings and supervises investment activities to maintain regulatory compliance.