Serving a select group of Family Offices and High Net Worth clients, Crosswind delivers independent and comprehensive wealth management services, in the areas of asset allocation, strategic planning, portfolio management, and third party investment manager selection.
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With respect to its private equity investments, Crosswind's methodology is to extract value from assets whose profit potential is
uncertain and not easily understood. Holding to our philosophy of patience and discipline, our singular goal is to capture superior
long-term rates of return. more >
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Crosswind's private equity strategy focuses on U.S. based middle market real estate or oil & gas assets in various stages
of maturity that evidence significant financial undervaluation, and potential for profitable growth.
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While the core of our business is wealth management and private equity investing, we believe that there are many commercial
enterprises that can benefit from the strategic and financial expertise our team brings to any transaction or organization.
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