A complete list of active advisors currently associated with Crystal Cove Asset Management

Warmer can help you find a great advisor at Crystal Cove Asset Management or one who fits your needs even better.

Crystal Cove Asset Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, foundations and other institutions. The firm provides discretionary portfolio management, pension consulting and financial planning, and it also delivers advisory services for annuity sub‑accounts and legacy annuity relationships. The firm combines fundamental, technical and charting analysis and implements both long‑ and short‑term strategies, including tactical fixed income, ETFs (noting use of precious metals, commodities and cryptocurrency ETFs), options strategies and structured products. CCAM generally seeks discretionary authority to implement client strategies and discloses the use of derivatives and options trading within separately managed accounts. What is notable relative to peers is the firm’s in‑house use of derivatives and options within managed accounts and structured‑product strategies rather than relying on third‑party money managers. The brochure also discloses that CCAM serves as broker‑of‑record for certain legacy annuity business and provides ongoing advisory oversight of annuity sub‑accounts, arrangements that are highlighted in its disclosures.

To learn more about the advisors currently working at Crystal Cove Asset 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.