On the Inside SMAs podcast powered by Zephyr’s PSN, host Ryan Nauman speaks with Mario Valente, deputy CIO at Stansberry Asset Management, a 10+ year RIA with nearly $1.4B AUM and offices in Dallas (HQ), New York City, the San Francisco Bay Area, and Washington State. Valente explains the firm’s focus on capital preservation and low-correlation model strategies for retirement-age and institutional clients, detailing the flagship All-Weather strategy (managed with CIO Austin Root) and its sleeves such as merger arbitrage and convertible bonds. The conversation also covers the more active Tactical Select strategy (fundamental themes plus technical selection), the firm’s gold strategy, platform availability (SmartX and Advizon), and why SMAs enable customization, transparency, and direct ownership.
Are you looking to incorporate SMA’s into your client’s investment portfolios? Zephyr’s PSN data can help you get started. Learn more here.
Learn more about Stansberry Asset Management here.
00:00 Welcome to Inside SMAs
01:25 Meet Mario Valente
02:10 Stansberry Firm Overview
05:45 Team Structure and Scale
07:10 Handling Big Inflows
10:38 All Weather Strategy Basics
12:36 Merger Arbitrage Sleeve
16:47 Tactical Select Highlights
19:56 Finding Market Inefficiencies
24:18 Benchmarking All Weather
27:21 When All Weather Shines
31:54 Portfolio Role and Allocation
34:01 Inside Tactical Select Process
40:52 Correlation and Security Selection
43:18 Gold Strategy for Uncertainty
45:56 Platforms and Why SMAs
49:03 Wrap Up and Where to Learn More
