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Our Services » Wealth Mgmt. » Our Process » Investment Mgmt. Svcs. » Investment Related Svcs. Investment Management Services We focus on developing customized, tax-sensitive investment solutions that meet the unique needs and long-term objectives of our individual clients. For most clients, our proprietary tax-sensitive "Large/Mid Cap Core Equity" and tax-appropriate "Core Fixed Income" strategies serve as the foundation for preserving and enhancing their wealth. Where appropriate for individual clients, we integrate specialized non-proprietary investment strategies to provide additional portfolio diversification. These disciplines include equity strategies (e.g. small cap, international, aggressive growth), bond strategies (e.g. high-yield, mortgages) and alternative strategies (e.g. hedge funds, venture capital, real estate). The result is a portfolio of low-correlating strategies designed to maximize the opportunity for return and minimize volatility. This "open architecture" enables Crestwood Advisors to craft a "best of breed" solution that achieves the most appropriate asset allocation for each individual client. |
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