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Why SAM?

As a registered investment advisor and fiduciary, we are focused on putting client interests first, while giving you access to many investments and risk management tools typically reserved for institutional investors. Here are a few of the ways we’re different from other money managers.

  1. Unique investment philosophy
    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. Unlike many money managers, we’re not limited to narrow market categories (e.g. US stocks and bonds only) or simple asset allocations (e.g. a split between stocks and bonds based on your age).
  2. Powerful research and leadership
    Experienced CEO Erez Kalir and his investment team follow the distinctive Stansberry Research investment philosophy and use the full suite of published Stansberry Research newsletters to guide investment decisions. This means your account will reflect the core Stansberry Research values, including investing with a margin of safety, and focusing on capital preservation and risk management.
  3. Client service
    As a client, you can expect a high level of service to keep you informed of our thoughts on the market and to handle any of your operational needs. You’ll receive detailed written communications, invitations to live events where you can speak directly with investment decision-makers and a dedicated Client Relationship Manager to answer your questions and help with any operational requests.
  4. Transparent fees
    SAM’s fees are based on assets under management. We don’t sell high-commission packaged products, charge performance fees, or earn commissions on trades. The only additional fees SAM clients may incur are trading fees billed directly by our custodian, and we have an incentive to keep those low to minimize the impact on client accounts. Interested investors who would like to review a detailed fee schedule can download it here.