World-Class
Partners

Sanctuary Wealth Services is our strategic partner that provides our business support services and consulting expertise.

JMP Securities is a full-service investment bank that provides Crosspoint clients with access to equity research, trading and investment banking services.

TD Ameritrade and Charles Schwab are two of the world's largest and most trusted independent, third-party custodians who provide safekeeping of assets for Crosspoint clients.

Ashland Partners & Co, LLP provides GIPS Consulting services for Crosspoint’s performance reporting. The GIPS standards are ethical standards for investment performance presentation to ensure fair representation and full disclosure of an investment managements firm’s performance.

Black Diamond Performance Reporting, LLC is a leading provider of web-based portfolio reporting platforms for independent advisors in the investment management industry.