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Disclosure Brochure/Form ADV

Privacy Policy

Form CRS

info@samara-capital.com

8625 SW Cascade Avenue, Suite 506

Beaverton, OR 97008

Investment advisory services are offered through Samara Investment Management, LLC, doing business as Samara Capital (“Samara”), a registered investment adviser. Samara and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those jurisdictions in which Samara maintains clients. Samara may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Samara’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Samara’s website on the internet should not be construed by any consumer and/or prospective client as Samara’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation. Any direct communication by Samara with a prospective client shall be conducted by a representative that is either registered, or qualifies for an exemption or exclusion from registration, in the state where the prospective client resides. For information pertaining to the registration status of Samara, please contact the SEC or state securities regulators for those states in which Samara maintains a notice filing.

By accessing the Client Portal, you will leave the “Samara Capital” Website and will be entering the My Advisor Link Web Portal (“Client Portal”). My Advisor Link is not affiliated with Samara Capital or any advisor(s) whose name(s) appears on this Website. Samara Capital is independently owned and operated. Regardless of any referral or recommendation, My Advisor Link does not endorse or recommend the investment strategy of any advisor. My Advisor Link does not review the Samara Capital Website and makes no representation regarding the content of the Website.

A copy of Samara’s current written disclosure statement discussing its business operations, services, and fees is available upon request. Samara does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Samara’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience, and all users should be guided accordingly.

Past performance may not be indicative of future results. No current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Samara) referenced directly or indirectly in this website, or via a link to an unaffiliated third-party website, will be profitable or equal any corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client or prospective client’s portfolio.

Disclosures : Form CRS | Form ADV Brochure | Privacy Notice | Disclaimers