At Crossvault, we measure our success by the success of our clients. We are dedicated to helping them navigate the complexities of the financial markets and achieve financial independence. Through our disciplined approach, we aim to generate consistent and sustainable returns, while minimizing risk and preserving capital. Our goal is to create a personalized approach where our strategy aligns with your goals, risk tolerance & financial situation.
Why Crossvault?
Your Ambitions Drive Our Strategy
Whether you are an individual investor or an institutional client, Crossvault Capital Management is here to provide you with the expertise and personalized service you deserve. Let us help you turn your financial aspirations into realities.
What We Offer Our Clients:
- Traditional investing in individual stocks and bonds via separate account management
- Flexible, customized portfolio management
- Direct communication with the portfolio managers
- Tax efficiency for high net worth investors
- Experienced management team with over 110 years of combined experience
- Consistent, goal-oriented investment strategy with ongoing evaluation of risk tolerance
- Collaboration with tax and legal advisors
The Crossvault Team
Who We Are
Investment Philosophy
Experience the Difference
We look for high quality companies that can grow their earnings, provide a positive return on capital, and generate free cash flow over a longer span of time. We look for three types of growth: emerging, consistent, or reaccelerating. When we evaluate a company, we analyze its opportunities, strategy, execution, valuation, and the risks to our thesis.
Goals and Tactics:
- Invest for the long term and harness the power of compounding
- Concentrated portfolio of 20 to 30 all cap US equities to provide adequate diversification without diluting our best ideas
- Focus on after-tax returns for taxable investors
- Willing to capitalize on near-term opportunities
- Target themes that will grow into a meaningful piece of the economy
- Identify and select superior businesses with management teams that deliver results
- Define risk as the erosion of fundamental earnings power as well as relative volatility
Investment Process
A Personal Touch
We build portfolios by evaluating each client’s goals and risk tolerance, analyzing existing holdings, and considering tax consequences. The process is monitored by reviewing individual stock performance, asset allocation and portfolio results. Finally, we regularly communicate with each client so that we are aware of any changes in the client’s goals and objectives.
Stocks are selected for our portfolios based on:
Opportunity
What is distinctive both near term and long term about the company or its industry group?
Strategy
How will management unlock the opportunity?
Execution
How well has management performed in the past & how are they incentivized to deliver future results?
Valuation
What is the risk/reward inherent in what we are paying for the stock?
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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.
