What impact does the current political climate have on your portfolio? Find out on the latest episode of Stansberry Investor Hour featuring Austin Root, Chief Investment Officer at SAM! In this episode, Dan Ferris, Corey McLaughlin, and Austin dive into: •What sets SAM apart from other firms and the key factors we consider when crafting our clients' financial plans •The pros and cons of owning productive assets versus holding cash •How election outcomes and political shifts influence investment decisions Listen/ watch the full episode here: https://lnkd.in/gMp8AxuN #StansberryResearch #ElectionDay #Investing #WealthManagement
About us
At SAM, we pride ourselves on independent thinking. We focus on putting the clients’ needs above our own and avoid the one-size-fits-all package by creating tailored portfolios that cater to your individual goals. SAM believes in multi-asset class investing focusing on stocks and bonds, but also in less traditional assets such as merger arbitrage, commodities and real estate. Our approach to investment management is sophisticated, active and informed with a focus on managing risk and preserving capital. Whether you’re just starting out in the world of investment or want to work with an advisor who understands your needs, SAM’s team of Wealth Managers will work with you to understand your investment goals and how SAM may be the solution for you. Stansberry Asset Management (“SAM”) is a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061. Such registration does not imply any level of skill or training.
- Website
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https://www.stansberryam.com
External link for Stansberry Asset Management
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2016
Locations
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Primary
420 Lexington Avenue
Suite 2216
New York, NY 10170, US
Employees at Stansberry Asset Management
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Mario V. Valente, CFA
Deputy Chief Investment Officer at Stansberry Asset Management
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Charles Taylor
Senior Wealth Manager @ SAM | CFA
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William Pedersen
National Director of Business Development at SAM Asset Management
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Samuel Clifford
Chief Technology Officer at Stansberry Asset Management
Updates
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Celebrating 3 years with Emily at SAM! Emily joined SAM in 2021 and serves as an Operations Maintenance Team Lead. Thank you Emily for your dedication to SAM’s success and being such an essential part of the team! #WorkAnniversary #EmployeeAppreciation
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🎉 Here’s to Jeff Starr FMVA® on 3 years at SAM! 🎉 As a Wealth Manager, Jeff is tasked with maintaining and enhancing our client’s experience by communicating SAM’s investment strategy and finding solutions personalized to them. Jeff has been an experienced and dedicated Wealth Manager since joining in 2021, and we are so thankful to have him on the team. Jeff, thank you for your constant support and dedication to SAM clients. Here’s to many more successful years ahead! #EmployeeAppreciation #WealthManager #TeamSAM
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The Election is quickly approaching – will history repeat itself? Check out the clip below as Michael Joseph, CFA explores how past elections have affected the markets and what that may mean for this one. Interested in hearing more? Watch the full video clip: https://lnkd.in/giNAVckc #ElectionDay #WealthManagement #Investing
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📆 Sam Investor Webinar: Tune in to a webinar featuring Chief Investment Officer Austin Root, Senior Wealth Manager Ryan Walker, CFP®, and Attorney Alan Brown as they explore the dynamic relationship between markets, politics, and estate planning! In this Webinar, you’ll discover: - How political changes and shifts can impact market trends - Key investment strategies for a resilient portfolio - Essential tips for estate planning to protect your assets and ensure a smooth wealth transfer. Click the link to Register now: https://lnkd.in/gSpU8kWQ 📆 Date: Wednesday, October 30th, 2024 🕒 Time: 4pm ET /1 PM PT #EstatePlanning #WealthManagement
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It’s the last day at the Stansberry Research Conference in Las Vegas, and we’ve had an amazing time! It’s been wonderful connecting with clients and seeing so many familiar faces. Austin Root delivered a powerful main stage session, and the breakout with him and Porter Stansberry brought insightful, thought-provoking conversations on the markets. A big thank you to Stansberry Research for hosting such a great event—we’re already looking forward to next year! #StansberryResearch #Conference #MarketInsights #SAM #AustinRoot #PorterStansberry #Vegas
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Excited to be at the Stansberry Research Conference this week! Looking forward to hearing our very own Austin Root take the main stage today at 11am PST. It’s going to be an insightful session on how to unlock financial independence and secure your future. Don’t miss it if you’re here at the conference or tuning in online! Claire Snider Tom Casper William Pedersen Katie Martz #LasVegasConference #StansberryResearch #SAM
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Thinking about the benefits of Private Credit? Let’s dive into it! In this paper, our Deputy Chief Investment officer Mario V. Valente, CFA, explores how Private Credit has evolved, its role in alternative lending, and how it can deliver attractive, risk-adjusted returns for investors. Learn more about how SAM focuses on high-quality companies and resilient strategies in this dynamic market. Explore the full paper here: https://lnkd.in/gSPFnr2t #PrivateCredit #AlternativeLending #WealthManagement #AssetManagement
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🎉 It’s Certification Nation Day and we are proud to announce we have been certified by @GreatPlacetoWorkUS! Our purpose, culture, and most importantly, our team are the reasons we’re able to celebrate this achievement today. It is great knowing our employees feel valued and understand the key role they play in SAM’s mission and purpose. A big shout out to our amazing team who make SAM’s culture truly special! #CerticationNationDay #GreatPlaceToWork #GPTWcertified #SAM
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Celebrating three years with Adrienne Villano, Client Service Associate at SAM! 🎊 Adrienne joined SAM three years and quickly became an essential part of the team. As an Operation Specialist, Adrienne maintains client account information and assists in various operational activities including asset movements. Adrienne’s favorite part of working at SAM is getting to work with clients and collaborating with the team. Adrienne, thank you for your dedication to SAM clients. Here's to many more successful years ahead! #WorkAnniversary #TeamSAM