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Crestone Capital Advisors LLC in Online Business Directory

Crestone Capital Advisors LLC (“Crestone”) is a leading independent wealth management firm for high net worth individuals, families and foundations. We serve as our clients’ primary financial advisor and the central resource for all of their wealth management needs. Our services include investment management, estate planning, philanthropic planning, income tax planning and reporting, and wealth preservation and asset protection advisory services. We help our clients define and achieve their financial goals by providing an integrated, comprehensive approach to wealth management, unbiased advice, and strategies customized for their specific needs. Our purpose is to preserve and grow our clients’ wealth. We follow an independent, disciplined approach to investing, tailored to each client’s goals. We believe asset allocation and diversification are central to a successful investment program. We work closely with our clients to implement a formal asset allocation strategy and investment policy and, as an unbiased advisor, select and monitor our clients’ investment managers. We are not “stock pickers” and do not directly manage the majority of our clients’ diversified investments. Rather, we provide objective investment advice and access to the highest quality investment managers and techniques. We regularly evaluate manager performance, rebalance clients’ portfolios to match their investment policy, and provide consolidated quarterly reporting and performance reviews. Throughout the investment process, we carefully integrate our clients’ portfolio management strategies with their tax, estate planning and other planning techniques, so that they have a well-coordinated framework to achieve their wealth management goals.

Address: 1050 Walnut Street, Suite 402, Boulder, CO 80302
Telephone: 303.442.4447
Fax: 303.442.4587
Website: http://www.crestonecap.com/