Private Investing and Reporting

Friends, Clients and Co-investors - 

We feel like our main value-add as advisors are the private investments to which we allocate our clients and co-investing families' capital alongside ours. Advyzon, our portfolio accounting and CRM provider, recently published a white paper on asset allocation including a section on private investing featuring CrossGrain.  We share this in case you're bored sitting by the pool with nothing else to read, or care about how Advyzon built their private investment reporting engine in conjunction

with us.

Read Advyzon White Paper

As an aside, lots of investment advisory firms are trumpeting their inclusion in Financial Advisor Magazine's list of "America's Top RIAs in 2023." Well, we're in there too, meaning we are not keeping a low enough profile to be overlooked. We'll try to do better in future.

Warmest summertime regards from blazing hot Virginia,

Jeff & Biff

CrossGrain Family Investments, LLC is a Federally-Registered Investment Adviser. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 804.217.2561 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from CrossGrainFI with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on the SEC website, https://adviserinfo.sec.gov. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.