Posts Tagged Managed Accounts

Managed Accounts: Our Sustainable Approach

The Benefits of Belonging with CR Capital Advisors

Our investment policy is simple and based in sound common sense. We consider ten years our investment horizon, and purchase equity in major stakeholders within faster growing economies-focusing on strategically building significant positions in our client’s portfolio. True investing.
Our approach to fixed income places a priority on creditworthiness and liquidity while we diligently search for higher yields in short term instruments. With consideration for where our client lives and spends, purchasing assets in distinct currencies remains a central tenet of our diversification approach to managing risk and reward. Patience and discipline are the virtues of our investment philosophy.
Member clients retain full control of the investment account-titled in their names or legal entity- and are free to engage or disengage our moderate, transparent annual fee based service of 1% of assets under management at will. This ethical and transparent work process aligns common interests and is conducive to building the trust necessary for successful long term investing. We also provide precious and personalized family office services to accommodate the varying needs of individuals.
CR Capital Advisors collaborates with a select few of the finest Private Banking institutions in stable offshore jurisdictions. We also competently perform our service through our member client’s financial institution of choice. You are welcome to consider; and, join the small family of client members.

For Managed Accounts see www.crinvestmentadvisors.com