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.
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.
More about Porter Stansberry
Porter Stansberry is the founder of Porter & Co. Porter has been rewriting the rules of financial publishing for nearly 25 years. Starting in 1999, he pecked out his first newsletter (Pirate Investor) on a borrowed laptop in a rundown apartment in Baltimore. He continues to create superb financial insights today with Porter & Co., launched in April 2022, and as Chairman and CEO of MarketWise, which he founded and rejoined in September 2023. With Porter & Co., MarketWise, and everything Porter takes on, his mission has remained steady for more than two decades: be the world’s leading independent providers of financial research — and set new industry standards for customer service, technological integration, and proprietary analytics. Porter is also Founder of OneBlade, Inc., a men’s luxury shaving brand. He’s a proud husband and father, and an avid outdoorsman. He earned his BA in political science and government from the University of Florida.