Understand how portfolios can be positioned to manage risk and navigate uncertain markets.

If recent market swings have raised questions about your portfolio, you’re not alone. Many investors are realizing how their portfolio is structured can have a meaningful impact during periods of uncertainty.

At Stansberry Asset Management, we take an active, research-driven approach to investing. Rather than simply following the broader market, we continuously evaluate opportunities and risks to help position portfolios through changing conditions.

What happens to my portfolio if I’m mostly in passive ETFs or mutual funds?

In periods of changing economic conditions, markets can shift quickly. For investors relying primarily on passive mutual funds or passive ETFs, portfolios often move in line with the broader market, for better or worse.

When the market performs well, they do well, but when the market falls, your portfolio takes the full impact.

At Stansberry Asset Management, we utilize a more active investment approach, continuously evaluating market conditions and adjusting portfolios with the goal of helping clients navigate different environments.

What is downside protection and why does it matter?

Downside protection refers to limiting potential investment losses during periods of volatility.

Large portfolio declines are hard to recover from. That’s why we place a strong emphasis on managing downside risk as part of the investment process.

Our goal is to help clients stay invested through periods of volatility while working to protect and preserve capital over the long term.

What is active investing and why do you utilize it?

Active investing means making ongoing decisions about what investments to own, when to own them, and how much capital to allocate based on current market conditions.

We use this approach because markets are always evolving. Different environments can create new risks and opportunities, and we believe portfolios should be evaluated and adjusted as those conditions evolve.

Are you only portfolio managers?

At SAM we combine our active investment approach with holistic financial planning.

Investment decisions are just one part of the equation. Your financial picture also includes retirement goals, taxes, estate considerations, family priorities, and more.

We work with clients to bring these pieces together into a coordinated strategy designed to support long-term goals.

Who is Stansberry Asset Management ("SAM")?

Stansberry Asset Management is an SEC-registered investment advisor. We typically work with individuals and families who have $500,000 or more in investable assets, providing holistic financial planning and active portfolio management aligned with their long-term goals.

We were founded in 2016 and manage over $1.3 billion in assets with a team of 40+ employees.

Austin Root is the Chief Investment Officer at Stansberry Asset Management, where he oversees the development and management of investment strategies across all portfolios. He brings extensive experience from his previous roles as Director of Research at Stansberry Research and portfolio manager for Stansberry Portfolio Solutions.

Before joining SAM, Austin co-founded North Oak Capital, a New York-based hedge fund backed by Julian Robertson and Tiger Management. He also held senior investment roles at SAC Capital Advisors, D.F. Dent & Company, and began his career at the Blackstone Group. Austin holds an MBA from Stanford Graduate School of Business and a BS in Commerce from the University of Virginia. Austin resides in Maryland with his wife and three kids and enjoys golf, exercise, card games, and, yes, spends even a lot of his free time learning about businesses and what makes them tick.

Is Your Portfolio Positioned for Market Volatility?

Understand how portfolios can be positioned to manage risk and navigate uncertain markets.

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Frequently Asked Questions

Austin Root

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