We serve clients with complex financial situations and unique goals. Our job is to create clarity. To do this we have developed a personalized, high-touch model that delivers a level of service rarely found in our industry.
Our service model is built on the following foundation:
A Multi-Disciplinary Perspective
We surround each client with a dedicated multi-disciplinary team offering a full suite of services to help clients preserve their legacy, grow their wealth and accomplish their long-term financial goals. With a nearly 2:1 client-to-employee ratio, we are focused on delivering a level of service designed to exceed what our clients expect.
Transparency and Security
Crestone clients have full transparency into all underlying investments. We clearly disclose and report performance after all fees and we are dedicated to providing the highest level of security.
Communication and Reporting
We connect with clients regularly through individual quarterly meetings, monthly conference calls, semiannual conferences, and private events. Our proprietary online reporting system provides clients with real-time access to their accounts and investments.
Unconditional Service Guarantee
We hold ourselves accountable for delivering superior service. If a client is less than 100% satisfied during the first year of their engagement, we will refund up to 100% of our fee at their discretion.