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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.
Speakers
Austin Root, Chief Investment Officer
He 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 D.F. Dent & Company. 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.
Mario Valente, Deputy Chief Investment Officer
He is responsible for sourcing and monitoring positions across the firm’s strategies, while also serving as a principal spokesperson for the team’s investment philosophy with clients.
Prior to joining SAM, Mario was the Director of Investment Grade Research at Zazove Associates, a multi-billion dollar investment firm specializing in convertible securities management. He was previously a Senior Credit Analyst at Sandelman Partners, a multi-strategy hedge fund focused on fixed income relative-value investing. Mario started his buy-side asset management career with Citadel in 2001, where he was one of the first credit research analysts hired into the Convertible Arbitrage group.
Mario holds a BA from Stanford University where he majored in Economics. He has also completed graduate-level coursework in Statistics & Data Science at The Massachusetts Institute of Technology. Mario earned the Chartered Financial Analyst (CFA) charter in 2011, and currently serves on the Board for the CFA Society of San Francisco.