Hello, I'm Austin Root.
Ten years ago,
we started Stansberry Asset Management with a clear purpose,
to provide world-class asset management services
to individual investors.
We were particularly focused on serving those
investors who were managing their capital on their own,
but who now wanted to relieve themselves of that day-to-day burden
and did not want a cookie-cutter
offering that so many others provide.
So from day one, our philosophy was simple.
We would build and manage portfolios the
way we would want our own capital managed,
with discipline,
deep research,
independent thinking,
and a clear focus on long-term thinking,
so that our clients could have confidence
and peace of mind.
And over time, as we've grown,
we're providing exactly that,
and frankly more.
What began as serving a specific type of investor
has expanded into working with business owners,
professionals,
retirees,
entire extended families,
and institutions.
Because we believe something fundamental.
Investing is seasonal.
It evolves over time,
just like the people and goals of the world.
Just like the people and goals behind it.
And as such,
your portfolio should be managed with a high level of precision,
care,
and adaptability.
That belief has shaped how we've grown,
expanding from one investment strategy to 10,
and building out full wealth planning capabilities,
so that every part of your financial life can work together.
And personally,
it's been incredibly rewarding to be part of that evolution.
We've let's titles.
That remains our focus so that we can continue to
grow ourselves and better guide the people we serve.
So
to our clients,
thank you for placing your trust in us.
We're grateful to be part of your journey,
and we cannot wait to see what the next 10 plus years will bring.
And for those who are not yet SAM clients,
we invite you to give us a call,
particularly if your financial life
has become more complex over time,
or if you're seeking a more sophisticated,
holistic approach for your own financial journey.
We would be honored
to explore that conversation with you and see if we're a
good fit for what you're trying to do with your wealth.
And to all of you,
thank you for your time,
and we wish you the best investing success
over the next 10 years
and beyond.
