Advisor at Sunlight Investments
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Emad Samman is a financial advisor with Sunlight Investments in Katy, TX, holding a Series 65 designation and seven years of industry experience. He has worked at Hewlett Packard Enterprise and Micro Focus prior to founding Sunlight Investments in 2017. Sunlight Investments is a single-advisor independent firm that provides discretionary portfolio management for individual and small business clients. The firm focuses on managing U.S.-listed equity portfolios through limited trading authorization, emphasizing a concentrated selection of 20–40 equities chosen for financial stability and industry position.
$0 - $1,000,000: 1.5% annually $1,000,000 - >= $1,000,000: 1.0% annually for high net worth individuals or accounts over $1,000,000
Account minimum: $25,000 Fee-only: Annual fee based on assets invested, billed monthly; 1.5% annually for most clients, 1.0% annually for high net worth or accounts over $1,000,000; fees negotiable
Katy, TX
Texas
Sunlight Investments
2017 - Present (9 years)
Micro Focus
2017 - 2017 (1 year)
Hewlett Packard Enterprise
2015 - 2017 (2 years)
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