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Alt Blend is where we combine less-conventional investments with forward-thinking perspectives on the world beyond stocks and bonds. Welcoming investors of any experience level, we’ll create a concoction of all-things Alts, including fundamentals of alternative investments, the role they play in the ever-changing environments we encounter, and a wide range of topics you aren’t likely to hear about in regular market news. Whether you’re a newcomer to Alts or a veteran private-market investor, there is sure to be something in store for you at the Blend.
Being able to take advantage of those “extra” years by still being in relatively good health and doing the things we love, and figuring out how to pay for it
“It’s been a long, a long time coming. But I know change gonna come, oh yes it will” -Sam Cooke During this past summer, I …
The fee discussion surrounding alts is ultimately a weighing of cost vs. (expected) value. But to make an informed decision, we first need to understand typical fee structures and their application.
“If you build it, they will come” – Field of Dreams While I don’t think any portfolio manager has been beckoned by the whispers of …
In this second edition of Alt Blend we are continuing to examine the basics, with today’s focus being on alternative investment funds.
Alt Blend combines less-conventional investments with forward-thinking perspectives on a world beyond stocks and bonds. Together, we’ll journey through the fundamentals of alternative investments and explore the role they play in the ever-changing environments we encounter.
Steve is a Certified Financial Planner as well as a Chartered Alternative Investment Analyst®. He is also an Accredited Investment Fiduciary, which helps him offer guidance to clients with fiduciary responsibilities, such as board members of trusts, foundations, and endowments. Steve earned a Bachelor of Science degree in Industrial Engineering from Penn State University.
Steve serves on the board and finance committee of New Music USA – a national nonprofit devoted to the development and appreciation of new music in the U.S. – and volunteers as the Treasurer for Campus Fun & Learn, a child development center on the campus of Rockland Community College in New York.
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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