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We founded Salem Partners in 1997 with the objective of creating a financial services company which provides services that clients view as indispensable after their initial experience with us. We would measure the Firm’s success not by the number of clients but by the depth of each client relationship.
We have pursued our objective by ensuring that all Salem Partners clients receive the focus of senior professionals and the benefits of our network of contacts. We view every interaction with clients as the chance to build a lasting relationship.
The profile of the Firm has changed since its beginnings. Salem Partners now consists of an investment banking division and a wealth management division. Our investment bankers have completed billions of dollars of transactions in industries including media and entertainment, health care, aerospace and defense and technology. Our wealth management division provides investment and family office services to families that desire a high level of service and expertise. Our wealth management business also manages a growing hedge fund-of-funds that aims to provide qualified investors with superior risk-adjusted returns.
Through it all, we have continued to emphasize the client experience as our primary focus. Clients who work with Salem Partners know that they will receive an unparalleled level of service in an honest, client-friendly atmosphere. We are especially proud that many of our clients are clients of both of our divisions.
We chose “Clients Know” as the theme of this brochure because, ultimately, what matters the most to us is our clients’ perspective of our services. We appreciate your interest in Salem Partners and hope that at some point soon, you will come to know us as well.