A complete list of active advisors currently associated with CrossGrain Family Investments, LLC
Warmer can help you find a great advisor at CrossGrain Family Investments, LLC or one who fits your needs even better.
CrossGrainFI Family Investments, LLC is an SEC-registered, fee-only concierge family wealth advisor that provides financial planning, investment management, and tax strategy services to high-net-worth individuals and families. The firm manages individually tailored portfolios and offers advice on incorporating existing holdings into an overall investment plan. The firm combines active and passive management and uses asset-allocation frameworks alongside technical and cyclical analysis and mutual fund/ETF manager evaluation to align portfolios with client objectives and tax considerations. CrossGrainFI also advises accredited and qualified clients on private investment opportunities—including private real estate and private equity—and works to integrate those holdings into clients’ broader strategies while leaving final investment decisions with the client. CrossGrainFI operates with a small advisory team supervising a concentrated client base and a substantial amount of assets under management, reflecting a high-touch, family-oriented model. Noteworthy distinctions include its explicit focus on co-investment and private-placement advisory for qualified investors, a fee-only compensation model without third-party product commissions, and a practice in which clients retain responsibility for proxy voting.
To learn more about the advisors currently working at CrossGrain Family Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Henrico, VA
| 16
| |
Henrico, VA
| 12
|
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