Our mission is to deliver extraordinary wealth management services to select families seeking peace of mind through a Trusted Advisor relationship.
Crestone delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With more than 30 years of experience and over $3 billion in assets under management, we help entrepreneurs, business owners, and their families pursue a better life lived. Consistent with client interests, we are a fee-only advisor that serves our clients as fiduciaries, putting their needs and interests first. 100% Fiduciary. Always, and in all ways.™
At the heart of our work is exploration—to find what we believe are the best investment opportunities around the world. But we don’t stop there. Our collective network provides us access to the people, ideas, and opportunities that are helping shape what’s next in capital markets.
CORE VALUES
We are passionate individuals united by a set of values that shape our culture. Living these values with passion and persistence allows us to continually reach for the next level of performance.
Cultivated Relationships
Relationships are the foundation of our culture. We have developed deep-rooted trust with one another, clients, investment managers, and our global community. Our network empowers our collective partners. At Crestone, you are part of something remarkable.
Transparent Alignment
Our starting point is, “What would clients want us to do?” We are fiduciaries first, always acting in the best interest of clients. We are transparent and seek to eliminate conflicts of interest. Crestone only wins when clients win.
Think. Solve. Act.
We think critically, solve creatively, and act deliberately. We have an innate curiosity to better understand. We are problem solvers who embrace innovation. Vision without action yields no outcome. We drive action to evolve and improve results for clients.
Own it.
We make decisions and take action through an owner’s lens. This mindset empowers our team to have conviction and be bold. We hold ourselves and each other accountable, because we own the outcome.
Partnering with clients is a tremendous responsibility and is truly gratifying.
