About us

Stock Alternatives – Alternative Investment Strategies At Stock Alternatives, we help investors and business owners build smarter, more resilient portfolios through alternative investments. Based in East Longmeadow, MA, our mission is to help clients achieve consistent, risk-adjusted returns and long-term financial independence through strategies that go beyond traditional stock and bond investing. As an independent investment firm, we specialize in private credit, annuities, private equity, and real estate syndication–based income strategies designed to diversify risk and generate steady cash flow. Our approach blends institutional-level analytics with practical wealth-management insights — empowering clients to invest confidently and strategically across changing markets. Our founder, Jeff Stock, FSA, MAAA, brings actuarial precision and over two decades of financial expertise to every plan we create. We take a client-first approach — ensuring our offerings aligns directly with your goals. From high-net-worth individuals and retirees to entrepreneurs and family offices, we design plans that protect, grow, and transfer wealth efficiently. At Stock Alternatives, we also emphasize education and transparency. We believe great financial outcomes start with understanding. Through one-on-one consultations, live workshops, and digital resources, we simplify complex topics like tax-advantaged income planning, retirement security, and portfolio diversification. Our goal is to make sophisticated strategies accessible — and achievable. Whether you’re looking to secure predictable income, reduce market volatility, or explore non-correlated investment opportunities, we help you compare options side-by-side and make informed decisions. Our proprietary research and due diligence process ensure that every opportunity meets strict performance and compliance standards. Clients choose Stock Alternatives because we combine innovation with integrity. We don’t chase trends — we design disciplined strategies that withstand them. By in