Unknown Individuals Impersonating SAM and CIO Austin Root on application WhatsApp™ – SAM does NOT use WhatsApp™
Read the full PRESS RELEASE
Join SAM for a Live Event in Los Angeles
Meet with us in-person in Los Angeles, CA
Join Stansberry Asset Management LIVE for a presentation on April 28th. Mario Valente of SAM’s Investment team and Bill Pedersen of the Business Development team will delve into how SAM seamlessly integrates informed, active, and sophisticated management with comprehensive financial planning. Learn about how our tailored portfolios are designed to assist you in achieving your financial goals.
Event Details:
Date: Monday, April 28th, 2025
Time: 1:00 PM – 3:00 PM
Location: Hotel Dena
303 Cordova St, Pasadena, CA 91101
Enjoy a complimentary lunch!
This in-person event is designed to help you understand how we could be a fit for your financial needs and make sure you are set up for long-term financial success.
If you cannot attend the event in-person, there is a link below to schedule a one-on-one call with Bill Pedersen.
Complete the form to register!
Presenters
William Pedersen, National Director of Business Development
William is the National Director of Business Development at SAM. He spent the bulk of his early career helping to build a multibillion-dollar private investment firm where he was recognized multiple times for his impact on the growth of the firm. He held a leadership position and played a pivotal role in training and formally mentoring business development representatives.
Just prior to joining SAM, William served as a Managing Director at two different investment firms where he worked with both high-net-worth investors and institutions. During this time he held Series 3, 7, 24, 63 and 65 licenses. William’s background also includes time spent working with private clients at both Bank of the West and Wells Fargo.
William earned degrees in Rhetoric and Communications from the University of California, Davis, served as a Paratrooper in the US Army and competed as a collegiate wrestler earning multiple championships. He is a long-time resident of Sonoma County where he is raising six children and enjoys coaching youth football and wrestling.
Mario Valente, Deputy Chief Investment Officer, Portfolio Manager
Michael is a Portfolio Manager and Deputy Chief Investment Officer at SAM. His duties include sourcing investment opportunities and conducting ongoing due
diligence across SAM’s portfolios. Michael co-manages our Income and Tactical Select strategies.
Prior to joining SAM, Michael worked with high-net-worth private clients for the largest independent wealth management firm in the United States. He was also a senior analyst for one of the largest investment-grade bond managers in America. Michael joined SAM in 2017.
Michael’s investment thinking has been featured in publications including Fortune, Advisor Perspectives, and the Stansberry Digest. He earned the Chartered Financial Analyst (CFA) charter in 2017. Michael currently resides in Arizona with his wife and two children. He serves as a Board Member for Copper State Credit Union, an Advisory Board Member for the Arizona Council on Economic Education, and is a member of the Practice Analysis Working Body of the CFA Institute.
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.
Schedule a Complimentary Portfolio Review
When was the last time someone reviewed your financial plan?
Schedule a call with us to review your current investment strategy and discover how our personalized approach can help safeguard and grow your wealth.