The 5 Keys to Building Generational Wealth - And What Most Investors Get Wrong
Thank you for your interest in our recent webinar!
This event has ended, but you can still watch the on-demand recording!
Fill out the form to receive your copy.
Introducing an entirely new approach to how you structure your portfolio
📆Date: Wednesday, August 27th
⏰Time: 4 PM ET/ 1 PM PT
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 high-net-worth families have quietly relied on for generations to grow and preserve lasting wealth.
On August 27th at 4pm ET, SAM CIO Austin Root will sit down with Marc Chaikin for a powerful one-on-one conversation to share this unique strategy—and how it can benefit you and your family for decades to come.
✔ A Strategy the Ultra-Wealthy Know – Discover the portfolio design that often separates “rich” families from those who build enduring, generational wealth.
✔ More Than Just Returns – Why this approach focuses on long-term financial stability, adaptability, and legacy—not just short-term performance.
✔ How to Get Started – Why now may be the right time to explore a hybrid investing approach—and how SAM can help you apply it with purpose.
Austin Root
Chief Investment Officer,
Stansberry Asset Management
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.
Marc Chaikin
Market Expert & Founder,
Chaikin Analytics
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.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262