Alternative investment offerings can help clients diversify their portfolios, and recent technological advances have made it even easier to provide these alternatives. During Alts Week 2022, a five-day virtual event in March sponsored by Blue Vault and Bowman, financial advisors received insights into the latest strategies plus practice management tips related to alternative offerings. Stonebridge Financial Group was honored to be invited to participate in one of the 87 virtual AltsWeek sessions.

Director Jonathan Freeman took part in “Alternative Investment Portfolio Allocation,” a panel discussion about liquid and illiquid alternative investments. Watch the entire panel below.