A complete list of active advisors currently associated with Crossover Capital Trading LLC

Warmer can help you find a great advisor at Crossover Capital Trading LLC or one who fits your needs even better.

Crossover Capital Trading LLC provides discretionary portfolio management for individual clients using a proprietary price-momentum model that trades exchange-traded funds, including leveraged and inverse ETFs when appropriate. Positions are typically held for a few days and the firm intends to keep overall market exposure low, placing clients in cash or money-market instruments when the model is not signaling trades. The investment approach relies solely on price as the input to generate clear buy and sell signals and can be applied to continuously priced assets or unlevered ETFs for clients who do not use leverage. Trades are executed through a third‑party broker with accounts aggregated for execution when possible, and positions are reviewed daily and monitored throughout each short-term trade. Noteworthy aspects include the firm’s use of performance-based compensation rather than a traditional percentage-of-assets fee and its disclosure/advertising of performance results, both of which are uncommon among peers. The brochure also emphasizes a single, automated momentum strategy as the firm’s focus, founders’ multi-decade trading experience, and that client assets remain with an outside custodian.

To learn more about the advisors currently working at Crossover Capital Trading 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.