STANSBERRY ASSET MANAGEMENT, LLC
WESTLAKE, TX

Stansberry Asset Management, LLC is an independent registered investment advisory firm with offices located in New York, NY, and San Mateo, CA. Established in February 2021, the company specializes in offering managed accounts for high-net-worth individual investors. Stansberry Asset Management prides itself on providing access to investments, portfolios, and risk management tools typically reserved for institutional investors while eschewing conflicts of interest such as proprietary products and hidden fees. The firm manages a diverse client base, including experienced investors who prefer specialized attention to certain aspects of their portfolio while delegating other parts to a professional team. Other clients may opt for SAM’s services due to limited time or experience in managing investments or dissatisfaction with personal investment results. Erez Kalir, the CEO and co-founder of Stansberry Asset Management, brings considerable credibility to the firm, having previously co-founded Sabretooth Capital—a fund that managed $1 billion in assets for notable investors—and worked as an analyst at Eton Park Capital Management. Prior roles include serving as an Engagement Manager at McKinsey & Co., acting as a Special Counsel to FCC Chairman Bill Kennard, and clerkship at the Federal Court of Appeals. Stansberry Asset Management offers its services through an incentive-aligned structure based on assets under management, ensuring alignment with clients' best interests. However, it is important to note that SAM does not provide tax advice. All account custodial functions are handled by Pershing/Bank of New York Mellon, recognized for its historic reliability and strong financial standing. The investment philosophy at Stansberry Asset Management emphasizes a disciplined value approach, spanning different geographies, industries, and asset classes with a focused aim on capital preservation and risk management. The firm constructs relatively concentrated portfolios to maintain clarity and impact from their best investments, avoiding the pitfalls of complexity. SAM takes pride in its cautious approach toward long-term investing, inspired by renowned investors like Warren Buffett, which includes employing volatility-adjusted trailing stop losses as a key strategy. For more information on Stansberry Asset Management or upcoming events where the firm will present, interested individuals can visit their website at stansberryassetmanagement.com.