Crosspath Advisors

The firm provides investment advisory and comprehensive wealth management services to individuals and high‑net‑worth clients, delivering discretionary portfolio management and financial planning. It also advises on retirement accounts and provides monitoring and advice for non‑custodial partnership investments that are not held at the custodian.

Portfolios are constructed largely from model portfolios composed primarily of individual stocks and bonds, with selective use of low‑cost mutual funds, ETFs, options contracts, and alternative investments to meet client objectives. The firm generally pursues a long‑term strategy with periodic rebalancing but may execute shorter‑term trades to address tax needs, cash requirements, or changing market conditions.

Distinctive features disclosed in the brochure include sponsorship of a wrap‑fee program that bundles securities transaction costs into the firm’s asset‑based advisory fee, and an institutional custodian relationship that provides the firm with software and support benefits. At the time of filing the brochure the firm reported no assets or clients, and the principal also manages a university public equity energy fund as part of graduate studies (clients are not offered participation and no additional compensation is received); the firm also describes valuation diligence and reconciliation procedures for private, non‑custodial investments.