A complete list of active advisors currently associated with Crossplan Money Management

Warmer can help you find a great advisor at Crossplan Money Management or one who fits your needs even better.

CrossPlan Money Management (doing business as Palm Investment Strategies, LLC) serves individual clients, including both high‑net‑worth and non‑HNW households, providing discretionary portfolio management and non‑discretionary portfolio monitoring. The firm manages roughly $49.6 million on behalf of about 296 clients through a mix of separately managed account programs and recommendations of third‑party portfolio managers. The firm’s investment approach blends technical and fundamental analysis within a top‑down asset allocation framework, using tools such as sector rotation, relative strength and momentum indicators and implementing hedging when market signals warrant. Available strategies include sector‑ETF momentum allocations, relative‑strength asset allocation, fixed‑income laddering, dividend‑and‑growth equity portfolios, concentrated value equity sleeves and customized accounts, with ongoing monitoring and periodic rebalancing. Distinctive for a supported firm of this size is the very high client count per advisor, which suggests reliance on a programmatic, scalable menu of strategies and delegated monitoring relationships. The brochure also discloses use of specialized instruments (including inverse and leveraged products for hedging) and that supervised persons are licensed to sell insurance products—implementation details that may differ from many peers.

To learn more about the advisors currently working at Crossplan Money Management, 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.