Building Generational Wealth through Long Term Investing



Austin Root - SAM's Chief Investment Officer 

In today's rapidly evolving financial landscape, generating lasting wealth requires a strategic approach that goes beyond short-term gains.

Join SAM Chief Investment Officer Austin Root and Deputy Chief Investment Officers Michael Joseph and Mario Valente as they share their insights on the power of investing in innovative companies with a long-term perspective.

This webinar will explain how we identify promising opportunities that have the potential to grow over time, and is only available for a LIMITED TIME!

What We Do

SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.

SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Whether you're seeking an investment manager who shares your philosophy, you don't have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.

Meet the Team

The SAM Investment Team is comprised of a group of professionals with a combined 80+ years of global markets and investing experience.

See their biographies here

More about Austin Root

As Chief Investment Officer, Austin is responsible for the development and management of investment strategies across all SAM portfolios. Prior to joining SAM, Austin was the Director of Research at Stansberry Research and the portfolio manager for the company’s flagship portfolio products, Stansberry Portfolio Solutions.

Austin co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. He also held senior investment positions at SAC Capital Advisors and Soros Fund Management. Austin began his career at the Blackstone Group.

Austin has experience investing across asset classes, including public equities, derivatives, venture capital, private equity, real estate, and fixed-income securities.

He earned an MBA from Stanford Graduate School of Business, and a BS in Commerce from the University of Virginia.