Crosspoint Capital Management

Crosspoint Capital Strategies, LLC, established in California in 2010, offers tailored advisory services for high-net-worth individuals, families, and various entities, including sub-advisory services for Registered Investment Advisers. The firm's investment strategies involve fundamental and technical analysis, with asset allocations comprising various securities. Clients' individual needs are outlined in an Investment Policy Statement, with high-level restrictions accommodated. The firm manages approximately $91 million in discretionary assets as of December 31, 2024. Fees are based on a percentage of assets under management, with management fees ranging from 1.00% to 2.00%. Clients may choose to have fees deducted from their accounts or be billed quarterly. Crosspoint does not accept compensation for the sale of securities and does not charge fees for newsletters. The firm does not collect performance-based fees and provides a suite of portfolios with specific investment objectives. Clients have the option to instruct the firm to execute trades or use Schwab as the custodian and broker. Crosspoint does not vote proxies on behalf of clients and does not require prepayment of fees. The firm's CEO, Tony Cantando, has over 20 years of experience in the financial services industry, while the Head of Research, Andrew Lancaster, provides research and analysis for the firm's strategies.