Most investors are familiar with diversifying between stocks and bonds, but alternative investments can provide a differentiated source of returns to portfolios. Not only can alternative investments broaden diversification, but they may also help lower volatility or enhance returns. Institutional investors like pension plans or endowments have been using alternative investments for years, and over the past decade, they have become more accessible to individual investors.
On March 23rd at 10:00 AM CT Ryan Green and Cliff Aque will be discussing the various types of alternatives, their potential benefits and risks, and the role they can play within a modern investment portfolio. We hope you can join us for this timely and important discussion!
About the Presenters
RYAN GREEN, CFP®, AIF®
Investment Advisor, Brand AMG
Ryan joined Brand Asset Management Group in November of 2007. As an advisor, he appreciates the real and tangible impact that comes from serving families through many seasons and over generations. Ryan demonstrated his commitment to the firm when he became a partner in February of 2022.
He earned his Bachelor of Human Environmental Sciences Degree in Personal Finance from the University of Missouri – Columbia in 2003. In 2005, he earned his MBA in Finance from the Crosby Graduate Program at the University of Missouri – Columbia. He obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2014. Ryan earned the AIF® designation in 2016. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
Outside of work, Ryan enjoys music, fishing and spending time with his wife, Sarah, and their three children.
CLIFF AQUE, AIF®, CFA®
Investment Analyst, Brand AMG
Cliff joined Brand Asset Management Group in 2022 as an Investment Analyst with twenty years of previous experience. Previously, he directed due diligence on public and private investment strategies, created model portfolios, and led research on fixed income and liquid alternatives. Most recently, Cliff served as an asset class expert on real assets and alternatives.
He received his BA in Government and English from Georgetown University and his MBA in Finance from DePaul University. He is also a CFA® charterholder. Cliff earned the AIF® designation in 2023. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
Cliff was born and raised in Chicago and moved his family to St. Louis to join the team. Outside of work, he enjoys reading and spending time in nature with his six kids and his wife, Colleen.
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