Florham Park, NJ Office

Washington Crossing Advisors LLC provides discretionary investment management to individuals (including high-net-worth clients), trusts, and to third-party platforms such as wrap sponsors, dual-contract platforms, and model programs. The firm also offers non-discretionary model portfolios to model firms and manages a pooled product — the WCA Rising Dividend portfolio offered as a unit investment trust through a third‑party trust sponsor.

WCA’s strategies span value-driven and rising‑dividend equity approaches, laddered corporate bond portfolios using a proprietary credit model, ETF-based tactical asset-allocation “Conquest” portfolios, and a combined Income Builder balanced strategy. Implementation differs by engagement: WCA typically exercises trading discretion for wrap and dual‑contract accounts while providing periodic model updates and monthly portfolio reviews to platform partners.

WCA is a wholly owned subsidiary of Stifel Financial Corp. and the brochure documents multiple affiliated financial entities, including an affiliated broker‑dealer, trust companies, and banking institutions, with related policies to address resulting conflicts and fee flows. The firm’s platform-focused business — including wrap program relationships, model provision, and a UIT offering — supports over 3,000 client accounts and more than $2 billion in client assets, a client‑and‑asset concentration that is large for a team of its size.