Bringing Institutional-Grade Investment Strategies to Accredited Investors

Dallas, Texas Nov 18, 2024 (Issuewire.com)  – Stansberry Asset Management (SAM), an independent, registered investment advisor, proudly announces the successful close of the SAM Alternatives Investment Opportunities Fund I, which has raised a total of $41.8 million in commitments. Designed for accredited investors with a 3(c)(1) structure, the fund brings institutional-grade strategies to a wider audience, enabling SAM clients to utilize investment opportunities beyond traditional portfolios.

The SAM Alternatives Investment Opportunities Fund I was created to provide accredited investors with access to a carefully curated selection of alternative assets, specifically in private credit. SAM’s investment team conducted extensive research and hand-selected each private credit manager in the fund, ensuring a diverse mix of high-quality opportunities tailored to the current market environment. With private credit potentially poised to perform well under today’s market conditions, this fund offers clients the opportunity to diversify their portfolios with a strategy aligned to capture potential advantages in the current economic climate.

“Our mission is to bring the same high-caliber investment options typically reserved for ultra-wealthy families to our accredited clients,” said Austin Root, Chief Investment Officer of SAM. “The close of SAM Alternatives Investment Opportunities Fund I, with $41.8 million in commitments, marks an important step in reshaping portfolios beyond traditional strategies, offering accredited investors exclusive opportunities to diversify their wealth and successfully achieve their financial goals.”

As a firm focused on informed, active management, SAM is committed to delivering innovative wealth management solutions. The SAM Alternatives Investment Opportunities Fund I provides clients with the chance to move beyond traditional investment portfolios, integrating alternative strategies tailored for long-term growth and stability.

For more information about the SAM Alternatives Investment Opportunities Fund I, please explore our Alternative Investments page for additional insights.