Stansberry Asset Management (SAM)

Asset & Wealth Management, All in One Place

Financial advisor in Westlake, TX (show on map)

4.7

★★★★★

3 reviews

Stansberry Asset Management works with individuals, families, and businesses to help manage, grow, and plan for their wealth with a long-term, goals-based approach.

Call (646) 854-4370

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About

Stansberry Asset Management (SAM) is a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061.

Such registration does not imply any level of skill or training. For more information on SAM, please visit IAPD – Investment Adviser Public Disclosure – Homepage (sec.gov). © 2025 Stansberry Asset Management. All rights reserved. Important Disclosures: Form ADV, Form CRS, Privacy Policy, Contact SAM:646.854.4370, 420 Lexington Avenue, Suite 2216, New York, NY 10170. Our Locations: New York, NY; Clifton Country Rd. Suite 2, Clifton Park, NY 12065; Headquarters: Westlake, TX; San Francisco; Camas, WA. © 2024 Stansberry Asset Management. All rights reserved.

Independently minded

Customer centric

Freedom empowering

Performance focused

Services

Investment Management

Active management of client portfolios with ongoing adjustments based on independent research and long-term strategy.

All-Weather Total Alpha Tactical Select Income Venture Growth Forever BondPlus Treasury Cornerstone Gold

Financial Planning

Holistic financial planning services including retirement, tax strategy, estate planning, and cash-flow guidance.

Alternative Investments

Access to specialized alternative investment opportunities, including Fund 1.

Fund 1

Credentials & Certifications

CFA

CFP

CDFA

CEPA

Reviews

Rating

4.7

★★★★★

Reviews

Frequently Asked Questions

What is the All-Weather strategy? +

The All-Weather strategy is designed to perform well in any market condition by maintaining a balanced exposure to equities, fixed income, commodities, and currencies.

How does the Tactical Select strategy work? +

Tactical Select combines qualitative judgment with quantitative risk management to achieve growth, capital preservation, and income generation, adjusting allocations based on market conditions.

What is the Total Alpha strategy? +

Total Alpha seeks to capture upside in bull markets while implementing tight risk management during downturns, with a broadly diversified portfolio across several investment styles.