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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.
“Money, it’s a crime. Share it fairly but don’t take a slice of my pie.” -Pink Floyd, Money Unless you have some type of tax-sheltering …
“Money, well, get back. I’m alright, Jack, keep your hands off of my stack.” -Pink Floyd, Money Your investment portfolio may seem a bit ethereal, …
“Money, it’s a gas. Grab that cash with both hands and make a stash.” – Pink Floyd, Money Not so fast. Yes, many people receive …
“Money, get away. Get a good job with more pay and you’re okay.” Pink Floyd, Money The burden of generating retirement income is now placed …
“Departure of a year welcomes so many new memories” -Munia Khan Over the past two weeks, I’ve realized that the first anniversary of Alt Blend …
A diversified mix of Alts should be like Edie McClurg: playing an important role – dependable assets year after year, decade after decade.
In the previous edition of alt.Blend, we discussed the due diligence process and some considerations involved in both investment due diligence (IDD) and operational due …
“Diligence is the mother of good fortune” -Benjamin Disraeli (author and British Prime Minister) In a recent edition of Dividend Café, David Bahnsen revisited the …
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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