SAM's Presentation at the 2023 Annual Stansberry Research Conference & Alliance Meeting

The Virtues of Alternative Investing - Fact or Fiction?



Why Focus on Alternatives?

We believe that diversification is the cornerstone of successful investing, and it is crucial to explore avenues that extend beyond the traditional spectrum now more than ever. Alternatives offer an array of investment opportunities that could reduce risk and potentially enhance returns in your portfolio. From private equity and hedge funds to real estate, private credit and commodities, the world of alternatives presents a range of choices that cater to varying risk appetites and long-term goals.

This presentation is your gateway to understanding this dynamic space and how SAM believes it could increase your portfolio's value over 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