Sameer Amin is a Portfolio Manager at Optimize, where he leads a team of portfolio managers and associates to ensure investment strategies are aligned with each client’s goals, risk tolerance, and time horizon. He also works closely with advisors to help deliver consistent, well-informed guidance to the families they serve.
Sameer was drawn to the financial industry by the opportunity to solve complex problems and support people in making clear, confident decisions. He finds the most fulfillment in helping clients navigate important moments in their financial lives. Being part of that process and earning their trust is what makes the work meaningful.
He works closely with advisors to turn market insights into clear, actionable strategies. His focus is on making sure investment decisions are thoughtful, consistent, and aligned with each client’s overall plan.
Sameer believes in Optimize’s Pension-Style investment approach, which applies institutional-level discipline and diversification to client portfolios. He also values the firm’s integrated Multi-Family Office model, which brings together investment management, tax, estate, and insurance planning to simplify and strengthen every financial plan.
Outside of work, Sameer enjoys traveling and spending time with his family. Exploring new places gives him time to recharge and often offers perspective he brings back into his work.
.svg)
