SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

Overview

Sammons Financial Group Asset Management, LLC is a capital-allocating investment advisor organized as an LLC and registered with the SEC in 2022. The firm serves an institutional client base and concentrates on portfolio management for businesses or institutions while also performing selection-of-other-advisers work. Its fee model is a percentage of assets under management, and it does not identify as an active ESG investor. Investment activity is tilted toward fixed-income: the firm’s largest exposure is to investment‑grade corporate bonds, reflecting a liability-conscious, income-oriented approach. Sammons Financial Group Asset Management, LLC also operates as a manager-of-managers, sourcing third‑party funds and specialists for segments of client mandates rather than exclusively running every sleeve in-house. Industry relationships include affiliations with broker-dealers, other investment advisers and an insurance company, which support its institutional distribution and custody arrangements.

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Investments & Alternatives

Location & Offices