What can be done that the Beatles haven’t done already? Well, just as Led Zeppelin, Pink Floyd, U2, David Bowie, Madonna, Nirvana, Taylor Swift and many others have proven, there’s always room for making an impact – especially for those daring to be different. This belief is at the heart of Sarmaya Partners. Like these musical pioneers, we infuse our authentic selves into our work, blending fresh ideas with a strong foundation.
Another money management firm?
What can they do that’s new or different?
Our approach diverges from today’s industry norm, where many money managers have become closet indexers due to consultant and commercial pressures. The Sarmaya Partners logo represents our commitment to thinking outside the box while staying grounded in the fundamentals of investing, honed through extensive industry experience.
We believe that every major market cycle is driven by a unique and nuanced macro backdrop that fosters a broad investment theme which leads and propels that market cycle. Our goal is to identify these themes to capture the essence of the market cycle in a focused portfolio that dynamically tracks evolving sub-themes.
Our strategy, informed by a blend of history and novel perspectives, might not be for everyone. But for like-minded investors seeking a distinctive approach, Sarmaya Partners may offer a compelling choice for their portfolio. To those investors: welcome home. To learn more about our unique approach and stay informed, subscribe to our Insights or contact us directly.
Sarmaya means Capital, Wealth, and Trust.
Wasif Latif
Co-Founder | President | Chief Investment Officer
Wasif has over 25 years of portfolio management experience, overseeing equity, global multi-asset and multi-manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. Wasif has also built and launched ETFs and mutual funds, and managed account platforms.
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Karl R.S. Engelmann
Co-Founder | Chief Operating Officer | Chief Marketing Officer
Karl has over 30 years of experience in sales and client service in finance. His primary focus is managing sales, and client service within RIA, Family Wealth Offices, Bank Trust, and the institutional marketplace.
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Tom Connors, CIMA®
Partner | Director of Business Development
Tom brings over 35 years of expertise in financial services, spanning asset management, trust, and fund structures. His proven track record in relationship building and strategic growth makes him a vital asset in strengthening our client partnerships.
Julie Parham
Partner | Chief Compliance Officer | Director of Marketing Strategy & Communications
Julie specializes in financial services, compliance, marketing, branding, communications, and content strategy. With 20+ years in marketing, nine in finance, her expertise in investment messaging and engagement elevates Sarmaya’s voice in the industry.
Tristan Phan
Partner | Investment Analyst
Tristan is a recent graduate from the University of Texas at San Antonio with a degree in cybersecurity, combining his technical background with experience in financial modeling, equity research, and AI development. Tristan blends his technical precision with a strong foundation in macro strategy and investment analysis.
Greg Vanderveldt
Partner | Director of Internal Business Development
Greg has over 25 years in financial services, specializing in advisor engagement and sales strategy across RIA, institutional, and broker/dealer channels. Greg blends strategic leadership with personalized support to help advisors grow and deliver results.