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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.
There are a variety of return measurements to help assess investment managers, advisors, portfolios, and – of course – Alts.
There are a variety of return measurements to help assess investment managers, advisors, portfolios, and – of course – Alts.
There are a variety of return measurements to help assess investment managers, advisors, portfolios, and – of course – Alts.
There are a variety of return measurements to help assess investment managers, advisors, portfolios, and – of course – Alts.
There are a variety of return measurements to help assess investment managers, advisors, portfolios, and – of course – Alts.
There are a variety of return measurements to help assess investment managers, advisors, portfolios, and – of course – Alts.
There is an appropriate level of risk to be taken in each situation, and not taking enough risk can be detrimental to a long-term plan.
I’m definitely not alone in feeling like I forget far more than I remember because that’s purposely how our brains work
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.