FAQs
Common questions. Expert answers. We have you covered.
Common Questions
What is SAM Alternatives?
SAM Alternatives is the private capital arm of Stansberry Asset Management ("SAM"), a registered investment advisor. SAM Alternatives specializes in alternative investment funds, primarily focused on private credit opportunities, income-producing real estate and high-quality businesses with durable, recurring revenue streams.
Who can invest with SAM Alternatives?
We work with accredited investors, qualified purchasers, and RIAs seeking to grow their clients' wealth through alternative investments. If you’re unsure whether you qualify, feel free to contact us for more information.
What are alternative investments?
Alternative investments refer to assets outside traditional investment categories like stocks, bonds, and cash. At SAM Alternatives, we focus on income-generating alternatives, including real estate investment opportunities and private credit funds.
Why should I consider alternative investments?
Adding alternative investments to your portfolio can provide diversification, reduce volatility, and create opportunities for consistent income. These investments can also offer unique advantages, such as lower correlation with traditional markets.
Investment Offerings
What types of real estate investments do you offer?
We specialize in income-generating real estate investments, including properties designed to deliver consistent cash flow and potential for long-term appreciation. Each opportunity is carefully vetted to ensure it aligns with our performance standards.
What are private credit funds?
Private credit funds involve loans or credit-focused strategies targeted at businesses or real estate opportunities. These investments typically provide higher yields compared to traditional fixed-income options and are an excellent fit for income-focused strategies.
How do you approach risk management?
At SAM Alternatives, risk management is a priority. We conduct rigorous due diligence, leveraging our team's extensive experience in alternative investments. Our goal is to provide clients with transparency and confidence in every decision.
How do you approach manager selection?
At SAM Alternatives, manager selection is a priority. Manager selection is probably the most important aspect of investing in alternatives that often gets overlooked. Selecting the right alternative investment manager matters. In fact, selecting the right investment manager is often more important to private investments than it is to public investments. The difference between the top quartile (or top 25%) and the bottom quartiles (or bottom 25%) of investment managers in the private markets is much greater than the difference in the public markets.
Working With Us
Technical and Compliance
How do I get started with SAM Alternatives?
To get started, reach out to our team via phone or email. We’ll guide you through the process, discuss your objectives, and help determine the best investment opportunities for your portfolio.
Can you work with my financial advisor?
Absolutely. We are capable of partnering with other Registered Investment Advisors (RIAs) and Family Offices to help them incorporate alternative investments into their clients' portfolios seamlessly.
What makes SAM Alternatives different?
SAM Alternatives is built on a foundation of expertise and success. Having grown from Stansberry Asset Management, which managed over $1.3 billion in assets and raised more than $80 million in alternative funds, we bring a proven track record and deep industry knowledge to our investors.
Are these investments compliant with regulations?
Yes. SAM Alternatives is the dedicated alternatives arm of Stansberry Asset Management (“SAM”), a Registered Investment Advisor with the United States Securities and Exchange Commission. Our offerings are structured to comply with applicable regulatory requirements.
How transparent is SAM Alternatives?
We pride ourselves on providing fully transparent information about our investments and performance. You’ll have access to detailed reports and updates to ensure you always feel confident in your choices.
Learn More
What is the minimum investment amount?
The minimum investment amount with SAM Alternatives is $500,000. This threshold helps us maintain a focused approach and ensures our offerings remain aligned with the needs of qualified purchasers and RIAs.
How are my funds held and managed within the fund?
When you invest with SAM Alternatives, your funds are wired directly into the fund’s account. From there, the Investment Manager (SAM Alternatives) allocates capital across the fund’s underlying investments. While all investor capital is pooled together within the fund, each investor’s ownership and distributions are tracked individually. Distributions are sent directly to your designated bank account on record.
Where can I find more information?
For more details about our investment opportunities, visit our About Us page. You can also contact our team to schedule a consultation and learn more about how we can help you achieve your goals.
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