Cresta Advisors

Cresta Advisors, Ltd. is a Registered Investment Adviser founded in 2013 by Partners Manuel Garza and Mark Deutsch. The firm specializes in providing portfolio management services primarily to clients in Texas, California, and Mexico, including individuals, high net worth individuals, trusts, estates, corporations, endowments, non-profits, and small businesses. Cresta Advisors offers customized investment advisory solutions through continuous personal client contact and discretionary investment management services. Their investment approach is based on the belief in efficient markets and asset allocation decisions determining returns. The firm operates a wrap fee program where clients pay a single fee for both investment advisory and brokerage execution services based on the size of the managed account(s). The minimum account opening balance is $250,000, with fees calculated quarterly based on the average daily balance. Cresta Advisors employs fundamental analysis, technical analysis, Modern Portfolio Theory, cyclical analysis, and targeted asset allocation in their investment strategies. Clients have the option for discretionary or non-discretionary asset management, with the firm providing ongoing monitoring, rebalancing, and regular client reviews. Cresta Advisors does not charge performance-based fees, and clients have the ability to impose restrictions on their accounts. The firm discloses potential risks associated with various investment strategies and products, ensuring transparency and client understanding.