Crosspoint Capital Management strives to provide an exceptional overall client experience. Unlike many advisors, we are fully accessible to answer any of our client’s questions about their account as often as they need. We issue weekly market sentiment newsletters that keep our clients up-to-date on our market perspective and how we are positioned.

Generational Wealth Transfer

Crosspoint helps clients transfer wealth across generations. Over our decades of industry experience, we’ve worked with accounts of multigenerational families. We understand the importance of setting a foundation with the younger generations to help transfer wealth and make smart investments from the beginning.

Custody Services

Crosspoint holds the majority of client assets at TD Ameritrade & Schwab, two of the world’s most trusted and experienced financial services companies. We also have relationships with a multitude of other custodians to help suit our clients’ needs. By only holding their assets at third-party custodians, clients can be assured that assets are held for safe-keeping by a trusted financial institution.

Account Management

Crosspoint offers online account access that provides complete transparency into their accounts, along with asset reporting to monitor their portfolio. Clients are not subject to hidden fees or lock-up periods that are often found in hedge funds or mutual funds.