Scottsdale, AZ Office

Crewe Advisors provides ongoing portfolio management and financial planning to a mix of individual and institutional clients, including high‑net‑worth individuals, charitable organizations, private funds, and insurance company clients. Services include discretionary portfolio management guided by an Investment Policy Statement, retirement rollover advice, and financial planning engagements.

The firm’s investment process combines fundamental, technical and quantitative analysis and may use long‑ and short‑term trading, options, short sales, margin, and pooled investment vehicles; CA also places client assets with third‑party managers and custodians and seeks to allocate limited investment opportunities fairly across clients. CA typically manages accounts on a discretionary basis, documents client risk tolerance in an IPS, and includes private fund interests in client assets under management when applicable.

Crewe is notable among peers for advising and sponsoring private pooled vehicles that may employ performance‑based fee arrangements (though an affiliate has agreed to waive certain fees for CA clients), and for explicitly serving insurance company clients — both of which are less common for multi‑team firms. Recent ownership changes, including a minority investment structured through an intermediary affiliate of Wealth Partners Capital Group and HGGC, along with passive ownership interests in Crewe Foundation Services and related charitable foundations, create additional governance and conflict‑of‑interest considerations that the firm discloses and manages.