Crestone Asset Management LLC

Crestone Asset Management LLC, established in 2001, is a full-service wealth management firm specializing in investment advisory services for ultra-high-net-worth clients and families. As a subsidiary of Pathstone Family Office, Crestone offers services such as asset allocation, portfolio construction, and investment selection. Clients can opt for Family Office Client Services, Investment Advisory Client Services, Pre-Transaction Client Services, Family Foundation Services, or Partnership Investor Services. Crestone tailors its services based on each client's needs, creating customized Investment Policy Statements (IPS) to guide investment decisions. Clients have the option to grant limited discretion over their accounts, allowing Crestone to manage investments within agreed-upon parameters. Crestone's investment philosophy focuses on diversification among asset classes and investment managers to reduce risk and increase returns. The firm offers socially responsible investing options and emphasizes disciplined investment processes. Crestone charges fees based on a percentage of assets under management, with minimum annual fees varying based on the service provided. Clients have access to detailed quarterly reporting and account reviews. Crestone does not receive compensation for client referrals and does not participate in wrap fee programs. The firm does not have any disciplinary events to disclose and acts as a fiduciary to its clients. Clients have custody of their assets held in brokerage accounts, with qualified custodians sending account statements directly to clients. Crestone does not have authority to vote on client securities and does not receive soft dollar benefits from broker-dealers. Clients can choose their broker-dealer for securities transactions. Crestone provides detailed information on investment discretion, financial industry activities, and investment strategies to ensure transparency and client understanding.