When it comes to asset management, everything we do starts with understanding our clients and their objectives. After assessing each client’s risk tolerance, we create a customized portfolio of individual stocks and bonds. With a management team boasting over 110 years of combined experience, we at Crossvault Capital Management have the expertise and knowledge to guide you through the ever-changing financial landscape. Our team stays updated with the latest industry trends and investment opportunities to ensure that we are always providing you with the best possible advice and solutions. Below are some of our Wealth Management Strategies.
Wealth Management
Your Ambitions Realized
Equity Portfolio
Portfolios that hold 80% or more in stocks, for clients with a longer time horizon and/or higher risk tolerance.
- Conservative Growth: all cap growth, using predominately large and mid cap stocks
- Growth: a higher component of more aggressive ideas
- Growth & Income: a higher component of higher yielding equities
Balanced Portfolio
A mix of stocks and bonds, for clients seeking growth with more downside protection in their portfolios.
- Choice of one equity portfolio style blended with high quality, intermediate term fixed income
- Asset allocation customized to client’s comfort level and objectives
Fixed Income Portfolio
For clients focused on income and capital preservation
- High quality laddered intermediate fixed income
Schedule an Introductory Call:
Financial Planning
Communication for Peace of Mind
We offer the professional knowledge and guidance required to develop a plan that reflects your goals and brings all the pieces of your financial life together. Our goal is to analyze where you are today in order to provide comprehensive, objective, and understandable financial advice to get you where you want to go. With direct communication channels open to our portfolio managers, you’ll have a dedicated team working with you every step of the way, ensuring transparency and peace of mind. At Crossvault, we continuously evaluate risk tolerance to ensure that your investments align with your changing needs and market conditions.
Plans may include the following, depending on your unique needs:
- Risk Profile Evaluation
- Cash Flow Analysis and Budgeting
- Retirement Planning
- Tax Planning*
- Insurance Analysis*
- Wealth Accumulation
- Estate Planning*
- Education Planning
* We will consult with your outside legal, tax, and insurance professionals as needed to complete your financial plan
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Contact Us
7373 Broadway, Suite 107
San Antonio, TX 78209
Ph: (210) 223-6929
Fax: (210) 223-5852
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). This information does not constitute legal or tax advice. SEC Investment Adviser Public Disclosure (IARD): Here.
© 2024. Crossvault Capital Management LLC. All Rights Reserved.
Prime Capital Investment Advisors, (“PCIA”) and their associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.
