A complete list of active advisors currently associated with Crewe Advisors

Warmer can help you find a great advisor at Crewe Advisors or one who fits your needs even better.

Crewe Advisors provides discretionary portfolio management and financial planning to a mix of individuals, high‑net‑worth clients, business entities, insurance companies, private funds and charitable organizations. Its services include creating client Investment Policy Statements, retirement‑rollover advice, selection of third‑party managers, and management of pooled investment vehicles. The firm combines fundamental, technical and quantitative analysis and employs strategies such as long‑ and short‑term trading, options, margin and investments in pooled vehicles; client risk tolerances and objectives are documented in each client’s Investment Policy Statement. Accounts are reviewed at least quarterly, and Crewe says it seeks fair and equitable allocation of investment opportunities across clients. Crewe advises a private fund and discloses that it may enter into arrangements that alter or supplement specific investors’ terms (including waiving or rebating management or performance fees), that an affiliate can potentially receive performance fees, and that assets of the fund may be included in a client’s assets under management for advisory billing — matters the brochure identifies as potential conflicts of interest mitigated in part by audit and disclosure. The firm’s profile is atypical for its peer group in serving insurance‑company clients, holding a passive ownership interest in Crewe Foundation Services, maintaining solicitation arrangements with its broker‑dealer affiliate, and having employees participate on a risk committee that reviews non‑cash gift donations.

To learn more about the advisors currently working at Crewe Advisors, 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.