Broker Check

How We Help You Reach Your Goals

Crosswalk Investment Advisory, LLC  
"My Trusted Advisor"

Joining the Crosswalk Investment Advisory, Inc. family means getting to know you and your financial concerns.

  • Understanding your Goals and Needs
  • Assessing Risk
  • Customizing Solutions for You
  • Implementing Your Plan
  • Managing Your Plan 

Joining our Crosswalk family really means getting to know YOU!

You are unique in every way.  So, how can a cookie cutter financial plan help you reach your goals?  It can't.

Neither can a company that plugs you into their massive network of investors then puts your financial life on autopilot.  We've lost count of how many investors come to us complaining that when they were losing money in the last bear market their advisors and brokers told them not to worry.

We don't believe those mass strategies work for most people.

Each of our clients has a customized, unique strategy that implements their personal plan.  We are a "for fee only firm". This is why we don't sell for commissions.  We never have to worry about our commissions therefore; we are able to put our client's best interests first.  We manage their assets to meet their plan, not to create commissions for ourselves.

We, at Crosswalk Investment Advisory, Inc. want to get to know you, your interests, your goals, your dreams.  When you join our family we start with YOU.


Understanding Your Goals and Needs

  • You've been diligently saving for your retirement for years.  Now it's getting close and you might like some help.
  • You want to provide for your children or grandchildren's college.
  • You've always been an active investor and you're just looking for some professional help
  • Your hedge fund investment just blew up and you need help fast.
  • You've always invested in real estate, but you're concerned the best days may be in the past.
  • Your taxes are killing you.

These are just a few of the many reasons people seek out Crosswalk Investment Advisory, Inc.  Our job is to understand your reason or reasons!

Usually, investors have many goals at the same time.  Part of our job is to help you make sense of your financial life.  We help you get organized.  We ask the questions that you would not think to ask in order to get a full spectrum of your life's financial needs and requirements. Many times this leads to creating several investment pools, each with a different strategy and goal in mind.

Assessing Risk

What is risk tolerance?  Most people think they know.  But they don't really know until they personally experience the ups and downs of their portfolio for the first time.

We want to make sure you are comfortable with the amount of fluctuation in your portfolio.

It's likely that your various investment pools will each have their own risk level.  For example, you may be very comfortable taking growth risks on a college fund for your newborn child because there is 18 years before the money needs are to be used.  However, you may only have 15 years until retirement.  So, you may need a lower risk level for your retirement portfolio.

Customizing a Solution for YOU

We will sit down with you and work out a customized plan for your financial life.  A plan that makes you comfortable and one that will help you reach your goals.

Yes, we can create and manage ANY strategy, no matter how complex.  However, we never push customers into areas or strategies they are uncomfortable with.  Our approach is to make sure you achieve your goals with a strategy that uniquely fits you.

Implementing YOUR Plan

Now, we roll up our sleeves and go to work.  Once you authorize the paperwork, it's our job to get the ball rolling.

Rest assured we've seen it all.  The Crosswalk Team has helped hundreds of investors to get started on their financial plan.

There's no account that we can't straighten out.  We'll help you turn things around and make sure your plan starts moving in the right direction ... right away.

Managing YOUR Plan

This is where Crosswalk Investment Advisory, Inc. is different from 90% of advisors.

A commission based advisor will probably start you on the right track.  However, once he or she implements the plan for you and collects the commission, there is no incentive to modify your plan as your goals change, or as market forces change.

The recent bear market is a prime example of market forces requiring a change to your financial plan.

However, most advisors told their clients to just sit tight.  And even though they saw the train rolling down the tracks directly at their client, they either didn't know what to do about it, or didn't care.  And the train rolled right over those portfolios and wrecked them.  Many portfolios lost 50% to 75% of their value.

Those portfolios are not just money.  They represent dreams.  They are the dreams of a comfortable retirement, of your child going to college, celebrations of life, of helping out an aging parent.

We don't sell on commission.  We only charge our clients an quarterly fee based on the amount of assets we manage for them.  So our incentive is to help YOUR portfolio grow, not to sit and watch it get run over by a train.

We manage our client's portfolios daily.  Obviously, we don't trade daily.  But we are always turning over rocks looking for the best ways for our customers to reach their goals.

We will go through the ins and outs for our clients as market forces dictate and as your goals and needs change over the years.

We meet with our clients on a regular basis.  Some like to sit down, face to face and review things each quarter year.  Others want a six months review.  Whatever the frequency, it's a good idea to make sure you are still on track.  When was the last time you sat down with your financial advisor?  Can't remember?  That's likely because he sold you commission based products and in order to feed his family and has moved on.  He may not even remember you.  I'm sure he helped you get started, but where has he been since?

Isn't it time you get a plan that reflects your personalized needs and goals? 

Isn't it time you get a manager that cares and gets compensated based on how well your plan is working for you?

That's what we do.  Let us get started working for you today.

We want you to say and feel that Crosswalk is "My Trusted Advisor"

Please feel free to email at [email protected]