A complete list of active advisors currently associated with Cross Financial Strategies, LLC

Warmer can help you find a great advisor at Cross Financial Strategies, LLC or one who fits your needs even better.

Cross Financial Strategies is a small independent registered investment adviser that provides discretionary asset management to individuals, high-net-worth clients, and corporate/business entity clients. The firm also provides ERISA plan services for qualified retirement plans, including 401(k), 403(b), pension and profit‑sharing plans, on a limited‑scope 3(21) basis. Investment programs are tailored to client goals, time horizons and risk tolerance and are implemented using portfolio construction tools such as Modern Portfolio Theory and a mix of long‑ and short‑term strategies. The brochure discloses use of trading techniques including options and derivatives and notes that margin/borrowing may be employed in managed accounts; accounts are reviewed on an ongoing basis with periodic tax‑loss harvesting and rebalancing. Compared with many solo independent advisers, the firm’s retirement plan work and pension consulting are uncommon features, and the brochure documents participant education and group enrollment assistance as part of its non‑fiduciary plan services. It is also unusual among peers in explicitly permitting borrowing in separately managed accounts and in addressing margin and leveraged strategies in its disclosures.

To learn more about the advisors currently working at Cross Financial Strategies, LLC, 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.