Asset Management

Crossmarket Capital manages investment portfolios for a broad array of clients including families, endowments, and institutions. 

We strive to generate superior investment performance for our private clients within the context of their objectives, risk parameters, and constraints. We believe that great opportunities often lie outside conventional thinking and remaining flexible to ever-changing market dynamics gives us the ability to craft highly customized portfolios and investment strategies.

We also serve as a full-service investment team for our institutional partners. In cooperation with a clients investment committee and board of directors we craft an investment policy statement and implement an asset allocation strategy designed to meet desired objectives. Such objectives would be return expectations, cash flow requirements, and liquidity needs. Portfolios are continuously monitored for risk and investment performance review and evaluation occur at regular client meetings.

Crossmarket Capital delivers its expertise and investment management experience in two distinct areas:

  • Customized Multi-Asset Class Portfolios 

  • Specialized Alternative Investments

© 2018 by Crossmarket Capital

TEL: 866.508.4453