SAM Client App app icon - Finance app for iPhone

SAM Client App

Check performance, review portfolios, track investments

Stansberry Asset Management, LLC

4.59999
(5 ratings)
Finance Free iOS 13.4+

iPhone Screenshots

iPad Screenshots

Description

Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.

This is our new advanced, private labeled app for all clients of SAM - Stansberry Asset Management. Inside this app you will be able to check performance, review portfolio construction, and understand overall investment selection and allocation. This new app will also allow you to stay connected with SAM in various ways such as subscribing to our NewsFeed, downloading reports, reviewing past webinars, or directly contacting and scheduling time with your Customer Relationship Manager. This app will also introduce advanced reporting and interactive ways to monitor and understand your accounts and portfolios in ways you have never done before. You can also leverage this app to connect all of your financial accounts and keep track of all household investments, whether with SAM, or self-managed. Its powerful aggregation too allows you to keep track of all accounts in a single location.

App information from Apple App Store. SAM Client App and related trademarks belong to Stansberry Asset Management, LLC.