Stansberry Asset Management’s Post

🎉 It’s Certification Nation Day and we are proud to announce we have been certified by @GreatPlacetoWorkUS! Our purpose, culture, and most importantly, our team are the reasons we’re able to celebrate this achievement today. It is great knowing our employees feel valued and understand the key role they play in SAM’s mission and purpose. A big shout out to our amazing team who make SAM’s culture truly special! #CerticationNationDay #GreatPlaceToWork #GPTWcertified #SAM

Celebrating three years with Adrienne Villano, Client Service Associate at SAM! 🎊 Adrienne joined SAM three years and quickly became an essential part of the team. As an Operation Specialist, Adrienne maintains client account information and assists in various operational activities including asset movements. Adrienne’s favorite part of working at SAM is getting to work with clients and collaborating with the team. Adrienne, thank you for your dedication to SAM clients. Here's to many more successful years ahead! #WorkAnniversary #TeamSAM

Celebrating one year of Hanaan Howard at SAM! Hanaan joined SAM one year ago as a Client Service Associate. She came to SAM with various experience and knowledge from firms in the financial industry, and quickly became a strong team player. Her role consists of acting as a liaison between the client and operations team and performs tasks such as assisting clients with account maintenance requests. Hanaan has a passion for working with clients and building relationships, which makes her the perfect fit at SAM! Hanaan, thank you for your dedication to SAM clients and for being an integral part of our journey! #Anniversary #WorkAnniversary

Thank you to everyone who joined us for our Live Meet & Greet in Sacramento, CA! We had a great turnout and enjoyed discussing how SAM uses informed and sophisticated management with comprehensive financial planning. The team had an amazing time speaking and answering everyone’s questions. Our team loves to help prospective clients stay up to date on current and trending topics! Missed the event? Stay informed on future events by checking out our website: https://lnkd.in/givB36ec

Here’s to Vincent Dolce on 7 incredible years at SAM! 🎉 Vince has worn many hats and helped the firm grow into what it is today. He’s always willing to roll up his sleeves and tackle whatever needs to be done—whether that’s building desks in our new office, trading for one of our strategies, or working on a model in his capacity as Senior Analyst. If you need a lunch spot near Grand Central, don’t worry—he even has a spreadsheet for that. 😄 We’re so grateful to have you as part of the team, Vince. Thank you for your dedication and everything you do! #TeamSAM #WorkAnniversary #EmployeeAppreciation

Is Your Portfolio Ready for What’s Next? – Complimentary Portfolio Review With the election approaching and market conditions evolving, it’s essential to ensure your portfolio is positioned to both protect and grow your wealth. At SAM, we’re offering a complimentary portfolio review to help you: - Identify potential risks and new opportunities in today’s market. - Ensure your investments are aligned with your long-term financial goals. - Gain confidence that your portfolio is ready to navigate the election season and beyond. This personalized review is designed to give you a deeper understanding of your current strategy and help you take the right steps toward a secure financial future. Let’s work together to ensure your portfolio is on the right track. Schedule your complimentary review today! https://lnkd.in/ggGdSNgf #WealthManagement #PortfolioReview #FinancialPlanning

Excited for Our Live Meet & Greet in Lafayette Tomorrow! We’re looking forward to tomorrow’s event in Lafayette, CA from 11:30 AM to 1:30 PM! If you’re in the area, don’t miss this opportunity to hear from Mario V. Valente, CFA, our Deputy Chief Investment Officer, and William Pedersen, our National Director of Business Development. They will discuss how SAM integrates active management with comprehensive financial planning to help you achieve your financial goals. Event Details: 📅 Date: October 1st 🕦 Time: 11:30 AM – 1:30 PM 📍 Location: Postino, 3565 Mount Diablo Blvd, Lafayette, CA 94549 If you’re nearby, we’d love for you to join us! Be sure to register to secure your spot. https://lnkd.in/grqpqhcR

When’s the Last Time Someone Else Reviewed Your Portfolio? With the election coming up and increased market uncertainties, now is the ideal time to ensure your portfolio is prepared to handle volatility. At SAM, we’re offering a complimentary portfolio review to help you: -      Assess risks and opportunities in light of current trends. -      Align your investments with your long-term goals. -      Gain confidence in your strategy for the election season and beyond. Schedule your review today: https://lnkd.in/ggGdSNgf #PortfolioReview #InvestmentStrategy #FinancialGoals

📢 Join Us Tomorrow in NYC! We're hosting a lunch at our NYC office tomorrow from 11:30 AM to 1:30 PM. You’ll get valuable insights from Austin Root, Chief Investment Officer, and Tom Casper, Senior Vice President, on how to position your portfolio for success amidst current market trends and uncertainty. Key discussion points include: - Strategies to grow your wealth by investing in high-quality, productive assets - Insights into how government policy and the upcoming election may affect markets - Ways to create a portfolio that balances growth with protection during volatile times 📅 Date: September 19, 2024 🕒 Time: 11:30 AM - 1:30 PM 📍 Location: SAM's NYC Office RSVP now to secure your seat: https://lnkd.in/g9BQBYJ9 #SAMEvent #WealthManagement #AssetManagement #FinancialFuture