Market & Wealth Strategy Event in Naperville, IL

Learn How SAM’s Active Management Approach Helps Families Build Wealth

Join us January 28th in Naperville, Illinois for an in-person market strategy event, a timely opportunity at the beginning of the year to review your portfolio, ensure you’re positioned appropriately, and prepare for potential market shifts in the months ahead, all while enjoying a complimentary lunch.

Hear directly from the Stansberry Asset Management team as they discuss:

  • The key forces shaping today’s markets and how we are positioning portfolios in response

  • How SAM’s active investment strategies are built for growth, income, and downside protection

  • Why proactive financial planning matters especially in an unpredictable environment

  • How SAM helps clients align their strategy with long-term goals through informed decision-making

Event Details:

Date: Wednesday, January 28th

Time: 12:00 pm – 2:00 pm

Location: Morton’s The Steakhouse

1751 Freedom Dr, Naperville, IL 60563

Enjoy a complimentary lunch! 

Whether you’re already working with us or simply curious about how SAM could support your financial goals, this is your chance to meet the team and hear how our active approach shapes the way we invest.

Seats are limited — reserve your spot today.

Complete the form to register!

Presenters

Rick Kennedy, Vice President of SAM
Rick Kennedy, Senior Vice President of Business Development

Rick serves as Senior Vice President at SAM, bringing over 31 years of experience in the wealth management industry. Throughout his career, he has specialized in advising ultra-high-net-worth clients, always serving in a fiduciary capacity focused on trust and long-term value.

Before joining SAM, Rick spent 23 years as a Senior Vice President at one of the nation’s largest money management firms, where he earned numerous awards for excellence in business development and client growth. Earlier in his career, he founded and managed his own asset management firm and also held leadership roles at Dean Witter, Charles Schwab, and BMO Harris Bank, overseeing relationship management for the firm’s most prominent clients.

Rick began his professional journey in sports, playing football at the professional level before a career-ending injury led him to transition into financial services.

Rick holds a degree in Finance and Psychology from the University of Iowa, where he was a two-sport collegiate athlete in football and baseball. He currently resides in Chicago with his wife and two daughters and is a highly competitive endurance athlete.

Austin Root's headshot , Chief Investment Officer
Austin Root Chief Investment Officer

Austin Root is the Chief Investment Officer of Stansberry Asset Management (or SAM) and 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.

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.