For those looking to manage and invest 401(k) and other retirement plans, we have developed the definitive Retirement Strategy. We use an unbundled plan structure for increased freedom and transparency, a strict fund selection for reliability of returns, and we have preset mixes of mutual funds so you can rely on our decades of experience and invest with confidence.
Our Hallmark Strategy is designed for investors with a longer-term time horizon of 3 years or more and also looking to maximize their investment returns. According to our four-step vetting process, which we’ve tested and utilized for 10 years, we determine which stocks to invest in and at what times. We have a portfolio of 35 to 50 positions that we tailor to clients’ specific needs in order to maximize returns in a safe but aggressive way.
Our Legacy Strategy accommodates the needs of clients (such as private foundations, endowments, or retired individuals) who need access to their money but still want account stability and good rates of return. Traditional investment strategies fail to deliver on all of these requirements, but with our unique approach to this situation, Crossroads helps you grow your investment and use it, too.