 |
|
|
|
||||
 |
|
||||||
 |
|||||||
 |
|||||||
|
Our Services » Wealth Mgmt. » Our Process » Investment Mgmt. Svcs. » Investment Related Svcs. Our Services Crestwood Advisors offers clients a comprehensive suite of investment management solutions and investment related services that are designed to meet the broadest needs of our clients. We bring together a wide array of both proprietary and non-proprietary resources in order to craft the most appropriate investment solutions and deliver the most relevant services to clients. More » We believe that successful investors are those with clearly identified investment objectives, a well-defined plan and a thoughtfully implemented strategy that is continually monitored. Our investment process begins by identifying each client's long-term investment goals, tolerance for portfolio volatility and specific income needs. This fiduciary approach results in a formal Investment Policy Statement (IPS) for each client enabling Crestwood Advisors to fully understand our client's unique situation and develop an appropriate strategy to meet their objectives. More » We focus on developing customized, tax-sensitive investment solutions that meet the unique needs and long-term objectives of our individual clients. Generally, our proprietary tax-sensitive "Large/Mid Cap Core Equity" and tax-appropriate "Core Fixed Income" strategies serve as the foundation for our clients' portfolios. Where appropriate for individual clients, we integrate specialized non-proprietary investment strategies. The result is a well diversified portfolio designed to maximize the opportunity for return and minimize volatility. More » Crestwood Advisors also provides a breadth of "Family Office" services intended to simplify many aspects of our clients' financial lives and give them more time to focus on the matters most important to them. Included among these services are: trust administration, cash management, private banking services and access to financial, tax and estate planning services. More » |
||||||
