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Quarterly SIFII Investor Update, Q1 2025
Navigating Tariff Turbulence: 1. Market Overview: Tariff-Induced VolatilityFinancial markets are experiencing heightened volatility due to recently announced tariffs. These policies may act as negotiation levers, but they also risk slowing growth and increasing...
FactRight RIA Due Diligence Conference
The Stonecrest team just wrapped up a fantastic few days at the FactRight RIA Due Diligence Conference in Scottsdale, Arizona! This event reinforced just how important alternative investments are in today’s RIA portfolios.With market uncertainty and the need for...
Team Building 2025
We recently had an amazing team-building event at Stonecrest, and it was nothing short of a blast! From fun-filled activities to delicious food, we came together not only to collaborate but also to celebrate our amazing team spirit.One of the highlights? A fierce and...
Company Gift Exchange
Last week, we had a blast at our annual White Elephant Gift Exchange luncheon! It was a fun-filled event that brought plenty of laughter and holiday cheer. We’re also proud to have supported the Campbell Community Center with a toy and book drive, helping spread joy...
Portfolio Summits Northern California
The teams enjoyed our time at the Portfolio Summits Northern California conference held at the beautiful Ritz-Carlton in Half Moon Bay, connecting with incredible professionals in the RIA community!This event was a fantastic opportunity to share insights, build...
Investor Holiday Party
We at Stonecrest believe in celebrating success and the incredible partnerships that make it possible. Last week, we hosted a fun and joy-filled holiday party at the beautiful Sharon Heights Country Club to thank our investors and RIA partners for an exceptional year...