A complete list of active advisors currently associated with Crystal Investment Management

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

Crystal Investment Management is a small, independent registered investment adviser that provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, and institutions. The firm manages roughly $5.46 million on a discretionary basis across a very small number of client relationships and typically documents client objectives through an Investment Policy Statement. The firm combines fundamental and quantitative methods and operates two primary frameworks: a global macro/tactical asset allocation approach that can use long/short and leveraged index funds, and a recently introduced low‑beta U.S. equity long/short statistical‑arbitrage strategy. Crystal generally exercises discretionary authority, offers performance‑based fee arrangements for qualified clients, and has added custodial relationships (including Fidelity and Interactive Brokers) to support execution and margin needs for its quantitative strategies. Compared with many solo independent advisers, the firm is notable for running sophisticated quantitative and leveraged long/short strategies while also operating an ancillary business that sells weekly proprietary investment signals. It offers educational workshops for clients and their guests—an offering that is uncommon among peers—and discloses a modest shareholder servicing fee from the ProFunds platform and a written cybersecurity incident response program.

To learn more about the advisors currently working at Crystal Investment 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.

Name	Location	Years of experience
Jun Zhu	Mopraga, CA	10

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