Candace Shira Associates, LLC

Cross Staff Investments, Inc., operating as Candace Shira Associates, LLC, is a registered investment advisor established in December 2012. The firm specializes in financial planning, investment management, and third-party money management services. Candace Shira, the sole owner and President, leads the firm as a fiduciary, offering personalized services tailored to each client's needs. Clients have the option to grant discretionary authority for trading decisions, with investments limited to publicly traded securities, bonds, and other cash equivalents. The firm manages over $400 million in assets on a discretionary basis. Fees are negotiated based on the services provided, with investment management fees typically based on a tiered schedule ranging from 0.30% to 1%. The firm does not accept performance-based fees and serves individuals, trusts, businesses, and estates without a minimum account size requirement. Investment strategies are based on individual objectives and risk tolerances, utilizing traditional research methods and third-party money managers. Clients are advised on potential risks associated with different securities and investment types. The firm does not have a history of disciplinary actions and maintains a Code of Ethics to ensure client interests are prioritized. Clients receive quarterly statements from custodians, and the firm does not vote proxies for client securities.