Watch Austin Root & Marc Chaikin's Conversation on Building Generational Wealth!

Introducing a new approach on how to structure your portfolio

It’s not a stock pick. It’s not an allocation tweak. And it’s not something most advisors are talking about.

Instead, it’s a smarter approach to structuring your portfolio—one that could help you build generational wealth.

SAM CIO Austin Root and Marc Chaikin sit down to share a powerful conversation on a unique strategy—and how it may benefit you and your family for decades to come.”

They will also be covering:

✔ What’s happening in today’s market, and where both risk and opportunity may be hiding

✔ How sticking to a single investing style can limit your perspective, and how a flexible, crossover approach may reveal new possibilities

✔ The common missteps that can hold investors back from achieving long-term success and how to avoid them

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.

After 50 years on Wall Street as a trader, stockbroker, analyst, and head of the options department for a major brokerage firm, Marc Chaikin founded Chaikin Analytics to deliver proven stock analytics to investors and traders.

His work is based on the Chaikin Power Gauge, a 20-factor alpha model proven effective at identifying a stock’s potential.

For over 50 years, Chaikin has developed computerized stock selection models and technical indicators that have become industry standards (including Chaikin Money Flow) and pioneered the first real-time analytics workstation for portfolio managers and stock traders.

The 5 Keys to Building Generational Wealth - And What Most Investors Get Wrong

Introducing a new approach on how to structure your portfolio

Austin Root

Chief Investment Officer,

Stansberry Asset Management

Marc Chaikin

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