Portfolio Strategy Event in
Tulsa, OK
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Learn How SAM’s Active Management Approach Helps Families Build Wealth
Join us February 25th in Tulsa, OK for an in-person portfolio 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, February 25, 2026
Time: 12:00 pm – 2:00 pm
Location: Brut Hotel
1840 S Boulder Ave, Tulsa, OK 74119
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
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.
Michael Joseph, CFA, Deputy Chief Investment Officer, Portfolio Manager
Michael is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management. His duties include sourcing investment opportunities and conducting ongoing due diligence across SAM’s portfolios. Michael 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 dozens of articles published in Fortune, Kiplinger, Advisor Perspectives, and the Stansberry Digest. He is the author of “A Dollar for Fifty Cents: Proven Strategies to Outperform the Market with Closed-End Funds”.
Michael holds an MBA from the University of California, Davis and a BA from San Francisco State University where he majored in History. 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 and is an Advisory Board Member for the Arizona Council on Economic Education.
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.