A complete list of active advisors currently associated with Crane Investments Inc

Warmer can help you find a great advisor at Crane Investments Inc or one who fits your needs even better.

Crane Investments serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management as well as financial planning and consulting. Its planning work covers typical areas such as investment, retirement, estate and charitable planning and also extends to specialized services including corporate and personal tax planning, cost segregation studies, corporate-structure advice, real estate analysis and mortgage/debt evaluation. The firm emphasizes continuous account supervision with at least quarterly reviews, constructing tailored portfolios from individual stocks and bonds, ETFs, options, mutual funds and select private securities, and rebalancing as client needs or market conditions change. It employs a mix of fundamental, technical, cyclical and charting analysis and uses both long- and short-term trading strategies while maintaining conservative cash instruments for liquidity and fee processing. Noteworthy features include the firm’s small scale—three advisors serving about 34 clients with roughly $9.2 million in regulatory assets under management—which results in a relatively low client count per advisor and a broadly scoped service offering for a firm of this size. Advisors are also licensed to sell insurance (receiving customary commissions for those sales), and the firm’s custodial relationship with Schwab is structured around institutional services that depend on a $10 million asset threshold, a practical consideration given Crane’s current asset level.

To learn more about the advisors currently working at Crane Investments Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.