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.

In a complicated world that provides numerous known (and often unknown) challenges to wealth creation, Crosswind delivers balanced equity and debt management that is highly tailored and customized to the needs and objectives of the individual global client. We realize wealth cannot grow if it is not first protected. We are, and always have been, an independent firm. This means our team is free of unwanted conflicts that can impede the client’s needs for diligent and impartial investment advice.

We provide professional investment management through direct portfolio construction and direction, third party manager selection, and multi-manager strategies designed to diversify and mitigate risk, identify opportunity, insure transparency, and maximize cost effective long term performance. Our company’s structure and core values emphasize the personal client-investor relationship, and focuses on thoughtful counsel, and the highest standards of client care and integrity.

Our best practices fee structures and methodologies minimize professional costs, and properly align incentives and interests between the Client and the Firm.

Read about Our Strategy