Asset Management Services
Equity Portfolio
- Conservative Growth
- Growth (a higher component of more aggressive ideas)
- Growth & Income (a higher component of higher yielding equities)
Balanced Portfolio
- Blend of our equity style with intermediate fixed income
- Asset allocation customized to client’s comfort level and objectives
Fixed Income Portfolio
- High quality laddered intermediate fixed income
Minimum Account Size of $500,000, however Crossvault reserves the right to accept an account below the stated minimum
Benefits for High Net Worth Investors
- Emphasis on client communication and service
- Focus on understanding client’s goals and issues
- Flexible, customized portfolio management
- Tax efficiency
- Ongoing evaluation of goals and risk tolerance
- Work with tax and legal advisors
Advantages of our Separate Account Platform
- Easy to Understand
- Your account holds individual securities and your asset allocation is customized based on your goals and risk tolerance.
- Transparent
- Your securities are held by a separate custodian of your choice with daily access to the custodian’s website to view activity and holdings.
- Our Interests are aligned with yours
- We are a fee only advisor. We do not receive compensation from any other sources other than clients.
