Bridgeford Trust Company’s Podcast Series was developed to educate, challenge and inspire listeners. As Bridgeford interviews experts in the trust planning arena, they keep listeners updated on developments regarding modern trust law with practical discussion on the powerful planning opportunities that they believe are available to advisors.

Here, Coastal Bridge Advisor and Managing Director, David James, discusses the benefits of alternative investments with David Warren, Bridgeford Trust Co-Founder/Chairman of the Board in Bridgeford’s podcast: Delivering Direction and Control – Episode #27. During their conversation, David James discusses how challenging 2022 was for most traditional stock and bond markets due to factors such as rising inflation, rising interest rates and a strong dollar. As an experienced advisor familiar with the many different types of investments, David James and his team worked with clients to run an extensive diligence process and offer strategies for recommendation, including alternative investments.

As 2022 continued, alternative investments were on full display, improving portfolio diversification and providing attractive benefits when combined with a traditional portfolio of stocks and bonds. As their conversation continues, it’s clear how this “big idea” thinking around portfolio diversification using alternative investments, in conjunction with modern trust law and tax efficiencies found in no income tax states like South Dakota, can result in a proverbial “home run” for families. Listen to the full podcast episode here.

Disclosure: This material featuring Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the typical advisor experience. Coastal Bridge Advisors does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Unique client experiences and past performance do not guarantee future results.