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Advisory

For a small number of clients, we manage their public and private portfolios, provide family office-type services including financial, tax and estate planning, and advise on business and family transactions.

Advisory

Each advisory client’s portfolio is designed to meet their risk and return objectives in support of their family mission and values.

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Portfolios may include:

  • low-cost market tracking funds,

  • actively managed funds,

  • individual securities with a particular focus on dividends or upside capture, options enhancements and,

  • where appropriate and available, alternative investments in real estate, private companies, private lending, natural resources and other non-public opportunities.

 

​We actively manage these portfolios and adjust for market and economic conditions and opportunities.

Strategy & Planning

We work with our advisory clients to define their family goals and objectives and then achieve these via cash flow, tax, college savings, executive benefits, business, retirement and insurance planning.

 

In addition, using our many years of personal and professional experience working as and with business owners and family offices, we offer advice on governance, structures, strategic opportunities, family company transactions and family decision-making.

Taxation, Estate plans & Philanthropy

Furthering family mission, we offer advice on estate planning, charitable endeavors and tax strategies.

CrossGrain Family Investments, LLC (“CrossGrainFI”) is an investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. 

 

Nothing on this website should be construed as a solicitation or offer, or recommendations to buy or sell any security, or as an offer to provide advisory services in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. 

 

While CrossGrainFI strives to ensure that the information contained in this website is accurate and reliable, CrossGrainFI makes no representations about the accuracy, reliability, completeness, or timeliness of the content or about the results to be obtained from using its website or any of its content. Changes are periodically made to our website and may be made at any time.

 

CROSSGRAINFI’S WEBSITE IS PROVIDED ON AN “AS-IS” BASIS WITHOUT ANY WARRANTIES OF ANY KIND. CROSSGRAINFI EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING THE WARRANTY OF MERCHANTABILITY, NON-INFRINGEMENT OF THIRD PARTIES’ RIGHTS, AND THE WARRANTY OF FITNESS FOR PARTICULAR PURPOSE. CROSSGRAINFI MAKES NO WARRANTIES ABOUT THE ACCURACY, RELIABILITY, COMPLETENESS, OR TIMELINESS OF THE MATERIAL, SERVICES, SOFTWARE, TEXT, GRAPHICS, VIDEOS, OR LINKS CONTAINED IN THE FIRM’S WEBSITE.

 

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

 

CrossGrainFI’s website may contain links to other websites. These links are provided solely as a convenience to you and not as an endorsement by CrossGrainFI of the contents on these websites. CrossGrainFI is not responsible for the content of linked sites and does not make any representations regarding the content or accuracy of material on such websites. 

CrossGrainFI is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for use of the websites you are visiting.

© 2024 by CrossGrain Family Investments.

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