A complete list of active advisors currently associated with CRIS Capital, Ltd.

Warmer can help you find a great advisor at CRIS Capital, Ltd. or one who fits your needs even better.

CRIS Capital, Ltd. provides ongoing portfolio management primarily to individual clients, including high‑net‑worth individuals, and prepares an Investment Policy Statement for each client to document goals, tax considerations, and risk tolerance. Its advised investment universe generally includes mutual funds, equities, fixed‑income, ETFs, non‑U.S. securities and insurance products (including annuities). The firm’s investment approach uses fundamental analysis and modern portfolio theory and generally pursues a long‑term trading orientation, with client strategies implemented in accordance with each client’s documented IPS. CRIS Capital manages accounts on a discretionary basis by selecting and supervising a third‑party subadvisor (Advisory Alpha) and conducts ongoing monitoring of that subadvisor’s personnel, performance and adherence to the selected investment style. Compared with many peers, the firm operates with a single management person and relatively modest assets under management, and it does not execute client trades directly, instead relying on its subadvisor relationships for portfolio implementation. The brochure also discloses that the firm’s principal is a licensed insurance agent who may offer commissionable insurance and annuity products to clients and that the adviser has a fee‑sharing arrangement with its subadvisor, both of which are identified as potential conflicts of interest.

To learn more about the advisors currently working at CRIS Capital, Ltd., 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.