Hello and welcome to Stansberry Asset Management,
or SAM as we like to call it.
I'm Austin Root and I'm the Chief Investment Officer at
SAM. I'm responsible for leading our investment team that
manages all our separate and distinct portfolio strategies.
I'm honored to be able to tell you a bit more
about our group and what makes us so unique.
At SAM,
we believe that clients like you are best served when
both your investment strategy and your wealth
management are purpose-driven and aligned to your goals.
That's why we deliver something that over the
last 30 years has unfortunately become harder and
harder for people to find in the marketplace.
Specifically,
it means that we marry informed,
active,
sophisticated investment management with
holistic financial and wealth planning.
You see,
all too often,
firms in the investment industry focus on one or the other.
They're either stock and bond pickers,
building investment portfolios,
but with no real connection to you.
The end client.
Or they're wealth advisors
that help you build a financial plan,
but have little or no role in determining
how your wealth is actually being invested.
We do both and we strive to do both extremely well
to deliver industry leading expertise and advice
to guide you to success in achieving your long term financial goals.
Lastly,
and most importantly,
we follow the golden rule here at SAM. As a fiduciary,
we are required to act in your
best interest and treat you in our best interest
and treat you the way we would want to be treated.
We invest the way we would want to invest ourselves.
And we do.
As I like to say,
we believe so much in our strategies that we eat our own cooking.
We invest right alongside our clients with
skin in the game for every decision we make.
Thank you for your interest in SAM. We're looking
forward to continuing the conversation and working
with you to achieve your long term objectives.
