The financial services sector includes nineteen industries all related to managing money: asset management; banks either global or from any of seven regions, capital markets, credit services, financial exchanges, insurance in six specializations, savings banks, and specialty finance.

Today I'm reviewing a small-cap asset management firm

It's name is Silvercrest Asset Management Group Inc.

 It's trading ticker symbol is SAMG.  

Silvercrest Asset Management Group Inc. provides financial advisory services to clients in the United States. Its area of coverage includes equities, fixed income, and cash, as well as non-traditional investment strategies, such as hedge funds.

The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds.

The company was founded in 2002 and is headquartered in New York, New York.

I use three key data points gauge the value of any dividend equity or fund like Silvercrest Asset Management Group Inc.: 

(1) Price

(2) Dividends

(3) Returns

After those three, four more keys will finally unlock an equity or fund in which to invest. 

No matter what, it's the first three primary traits that best tell whether a company has made, is making, and will make money. 

SAMG Price

Silvercrest's price was $17.00 per share at yesterday's market close. A year ago its price was $13.40 for a gain of $3.60 per share in the past year.  

Assuming Silvercrest's price will continue to trade in the range of $12.00 to $22.00 next year, its price could grow another $3.60 from $17.00 to $20.60 by June 20, 2019. 

SAMG Dividends

Silvercrest's most recently declared quarterly dividend was $0.14 per share payable June 22 (Friday). That $0.14 quarterly dividend equates to an estimated annual payout of $0.56 per share for 2018-19 which yields 3.3% at yesterday's $17.00 closing stock price.  

Gains For SAMG?

Silvercrest's $3.60 estimated year over year price gain plus an anticipated dividend of  $0.56 makes a projected gross annual gain of $4.16 per share, which will be reduced by the costs to trade those shares.  

A little over $1,000.00 invested today at the $17.00 price buys 59 shares. 

A $10 broker fee paid half at purchase and half at sale subtracts $0.17 per share.

Taking that $0.17 brokerage cost out of the estimated $4.16 gross gain per share leaves a net gain of $3.99 X 59 shares 

= $235.41

or a 23.5% potential net gain on a $1,003.00 investment.

Therefore, Silvercrest Asset Management Group Inc. (whose ticker symbol is SAMG), now shows a possible 23.5% net gain including a 3.3% dividend yield. 

One analyst cover this stock:

She says "buy" SAMG.

Her single analyst consensus recommendation is 1.0 or "buy" and her price target is  $17.50 or $3.10 under my $20.60 year over year target.

Y Charts rates SAMG "neutral" for an overall "Y" rating. Y Charts also shows "average" for a Value score of 7 out of ten points. And YCharts ranks ORI "average" with 6 out of 10  possible Fundamental points. Y Charts Historic Valuation score for ORI is 14.71% overvalued at a $14.82 historic valuation.

You could look at all those numbers like this: Silvercrest Asset Management Group Inc. has made money, is making money, and could net a 15% to 23.5% net gain next year including a 3.3% annual dividend yield paid out quarterly. It could be more, it could be less.

The above speculation is conjecture based on past year performance. Actual results remain to be seen. They could turn out to be far higher or lower. More study is required for you to determine if Silvercrest Asset Management Group Inc. is worth your time and money.