A complete list of active advisors currently associated with Crosspath Capital
Warmer can help you find a great advisor at Crosspath Capital or one who fits your needs even better.
CrossPath Capital provides fee-based investment advisory services and comprehensive financial planning to a broad set of clients, including individuals, trusts, estates, charitable organizations, corporations, and other investment managers. The firm offers custom, non-discretionary portfolio management and includes financial planning discussions at no additional fee, though it does not deliver a written financial plan. The firm’s investment approach emphasizes a tactical allocation strategy intended to reduce risk and enhance performance, using fundamental and cyclical analysis and, at times, cash positions or targeted stock selections. CrossPath primarily intends to recommend alternative and private-market securities—specifically ’40 Act evergreen funds—while also using exchange-listed securities, ETFs, and mutual funds as appropriate; clients approve transactions prior to execution. Noteworthy for a newly formed, small independent adviser, CrossPath explicitly intends to serve institutional clients (including corporations and other registered advisers) and to allocate materially to private-market and alternative vehicles, an emphasis that is less common among peers its size. The firm’s principal holds advanced alternative- and investment-related credentials and has a background in credit-focused strategies, which aligns with the firm’s focus on illiquid and credit-oriented investments; CrossPath does not charge performance-based fees and reports no client assets as of the brochure date.
To learn more about the advisors currently working at Crosspath Capital, 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 |
|---|---|---|
Kansas City, MO
| 0
|
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