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 serves high-net-worth individuals and families through a concierge-style wealth advisory model managed by a small advisory team overseeing a concentrated client base. The firm offers discretionary investment management, personalized financial planning alongside investment services, and co-investment advisory on private opportunities for accredited or qualified investors. Portfolios are built around client-specific missions, goals, and asset-allocation targets and use a blend of active and passive approaches; the firm cites techniques such as cyclical and technical analysis alongside mutual fund/ETF evaluation. It advises on a broad set of holdings, including exchange-traded and non‑exchange‑traded equities, fixed income, ETFs, REITs, and private placements, and treats co-investment recommendations as non-discretionary opportunities that clients must approve. Compared with many peers, CrossGrainFI is notable for its small, concentrated advisory team and emphasis on concierge family wealth services that include access to private real estate and private equity opportunities. Operationally, the firm relies on custodian-provided valuations for alternative assets, has specific contractual billing and termination provisions tied to its co-investment service, and does not vote client proxies while operating on a fee‑only basis and primarily recommending institutional custody services.

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.