SAM’s Founding Story
Stansberry Asset Management (SAM) was founded in 2016 to serve a unique group of investors—those who had spent years managing their own portfolios and wanted to hand off the day-to-day without sacrificing the active, research-driven approach they valued.
These self-directed investors weren’t looking for the typical wealth manager. They wanted a partner who would think like they do—strategically, independently, and with conviction.
What began as a pure asset management firm has since evolved. Today, we manage over $1 billion in assets and offer a full suite of services—including in-house financial planning —for clients seeking a more thoughtful, customized approach to managing their wealth.
Our clients range from retirees and business owners to professionals and multi-generational families. What they have in common is a desire for something different: an advisor who thinks outside the box, believes in active management, and builds portfolios aligned with the client’s goals—not a generic model.
We built the kind of firm we’d trust with our own money—one that’s research-driven, nimble, and fully aligned with our clients’ long-term success.
What Makes SAM Different:Â
At SAM, we believe clients are best served when both your investment strategy and your wealth management are purpose driven and aligned to your goals. That’s why we marry informed, active, sophisticated investment management with holistic financial and wealth planning. All too often firms in the industry focus on one or the other. They are stock and bond pickers building portfolios with no connection to the client or they are wealth advisors that have little to no role in determining how your wealth is actually being invested. We do both. And we strive to deliver industry leading expertise and advice to guide you toward success in achieving your long-term financial goals. As a fiduciary we are required to act in your best interest.
Investment Philosophy
Downside Protection
Preserving capital is just as important as growing it.
Our strategies are designed to manage risk and minimize drawdowns—especially in volatile markets.
Active Management
We believe markets are cyclical—and as conditions change, so should your portfolio.Â
Rather than staying static, we actively adjust our allocations to stay aligned with opportunity, risk, and the broader market environment.
Long-Term Focus
We invest with discipline and patience.
Our goal is to build and preserve wealth over time—not chase short-term gains.
Goal Based Portfolios
There’s no one-size-fits-all approach.
We tailor investment strategies to align with each client’s goals, timeline, and risk tolerance.
In House Research Driven Decisions
We rely on deep fundamental research and a team-based process.Â
Our portfolios reflect conviction in what we believe are durable, well-run, world-class businesses and assets.Â
Goal Based Portfolios
There’s no one-size-fits-all approach.
We tailor investment strategies to align with each client’s goals, timeline, and risk tolerance.
Holistic Financial & Wealth Planning
SAM believes that true financial success requires more than just investment management. That is why the firm takes a holistic approach to wealth planning, considering every part of a client’s unique financial life, from retirement planning and tax strategies to insurance and cash flow analysis.
The in-house wealth management team builds comprehensive financial plans that adapt as client goals evolve. This includes preparing for major life transitions such as retirement or the sale of a business, ensuring loved ones are supported, and aligning wealth with personal values and long-term goals.
By integrating every aspect of wealth management under one roof – investment management, holistic financial planning, and beyond – SAM delivers a fully comprehensive approach. The firm brings together all the moving parts of wealth into a clear, actionable plan that supports both today’s needs and tomorrow’s ambitions.
Our Team
Our team brings decades of combined experience in financial services, backed by a wide range of professional credentials—including CFA®, CFP®, CDFA®, CEPA, and many have their Series 65 License. This depth of expertise spans investment management, financial planning, and client service, giving us the perspective and tools to address complex financial needs with clarity and precision.
Our team is actively involved in the strategy and research that guide our portfolios. That collaboration ensures our clients receive advice that’s not only tailored to their goals but informed by current market dynamics and a disciplined investment process. The result: a team that’s experienced, proactive, and fully committed to helping clients grow and protect their wealth.
Chris DeLaura
Chief Executive Officer
Austin Root
Chief Investment Officer
Eamonn O'Brien
Chief Operations Officer
Awards
Our portfolio strategies aren’t just thoughtfully built—they’ve been recognized for their performance. Crafted by our in-house investment team and tailored to real client goals, SAM’s strategies have earned multiple industry awards for results and innovation. Some of these honors include:
