A complete list of active advisors currently associated with Frederick H. Cron

Warmer can help you find a great advisor at Frederick H. Cron or one who fits your needs even better.

The firm provides comprehensive financial planning and investment management to individuals, trusts, estates, charitable organizations, corporations and other business entities. Services described in the brochure include retirement plan selection and monitoring, investment management, education and estate planning, tax coordination with clients’ preparers, and insurance evaluations. The firm combines a buy/sell discipline described as a passive trading strategy with a dynamic asset-allocation process and daily portfolio monitoring, and allocations may be adjusted as market conditions change. The adviser emphasizes avoiding large losses over tax minimization and may use no-load/no-transaction-fee mutual funds and, in certain circumstances, inverse or short index mutual funds to reduce portfolio risk. The adviser operates as a long-tenured sole practitioner who conducts research and account reviews personally and provides ongoing, discretionary management. Compared with peers of similar size, the firm’s explicit use of inverse/short funds as a risk-management tool, its stated practice of preemptive selling to avoid downturns, and the adviser’s broad professional background and past securities registrations are noteworthy.

To learn more about the advisors currently working at Frederick H. Cron, 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.