Crosswalk Investment Advisory, Inc.
717-295-8881 lkerr@crosswalkinvestments.com
Our Mission
We are committed to helping our clients be faithful stewards of their financial resources. Our mission is to guide them in making thoughtful financial decisions today while building a clear, purposeful plan for tomorrow.
What You Should Know About Us
Licensed Since 1999 – Crosswalk Investment Advisory, Inc. has been registered as an Investment Advisor with the Pennsylvania Department of Banking and Securities since 1999.
Fee-Only Services – We provide fee-only investment management and financial planning services.
Transparent Investment Management Fees – Our fees for investment management are charged as a percentage of the assets under our care.
Independent Custody of Assets – Crosswalk does not maintain custody of client funds. All client investments are held in custody at Charles Schwab & Company.
Financial Planning & Consulting – For prospective clients, these services are available on an hourly basis. For our existing RIA clients, comprehensive financial planning and consulting are included at no additional cost.
Clear Agreements & Disclosures – Our detailed fee schedule is specified in our Registered Investment Advisory Agreement, which is provided to each client prior to any fees being charged and to any prospective client upon request.
Regulatory Compliance – Each client receives a copy of our disclosure form (Form ADV Part 2), which we are required to file with and update through the Pennsylvania Department of Banking and Securities. Our Form ADV Part 2A is also available on our website and will be provided to any prospective client upon request.
Advisor Backgrounds – Please see the “About Us” section for a summary of each advisor’s educational background and experience.
What We Promise
Client Interests First – We are committed to putting the interests of our clients ahead of our own and adhering to the fiduciary standard of care.
Professional Competence – We maintain a high level of professional competence to ensure that our investment management decisions and financial advice are well-researched, thoughtfully considered, and executed in a timely manner.
Clear Communication – We are committed to transparency. Clients will receive clear explanations of the services we provide, the rationale for our recommendations, and the costs associated with those services.
Important Disclosures
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no assurance can be made that any investment strategy will achieve its objectives. All investments carry a degree of risk and may not be suitable for all investors. Clients should carefully consider their own financial situation, objectives, and risk tolerance before making any investment decision.
Crosswalk Investment Advisory, Inc. is a Registered Investment Advisor regulated by the Pennsylvania Department of Banking and Securities. Registration as an investment advisor does not imply a certain level of skill or training. Additional information, including our Form ADV Part 2, is available upon request and on our website.