Investment Management

At Cross Creek Financial, we focus on creating a separate account strategy that will be optimized for each specific investment policy statement we create with our clients. We provide customized investment management services to individuals, families and institutions. Investment portfolios are developed to meet the client's return and risk requirements.

At the core of our research is our Global Allocation Strategy.

The Goals of the Global Allocation Strategy:

Reduce Volatility; focus on risk-adjusted returns
Low correlation (beta) to traditional market indices
Deliver positive (absolute) returns by avoiding large draw-downs*
Access to skilled managers. (pursuit of alpha )

Our research covers the following:

Asset Allocation Capital Market Assumptions
Alternative Asset Classes
Economic Cycles
Cap-weighted and Market-weighted Indices
Portfolio Managers

All portfolios undergo an extensive performance review quarterly. Clients receive reports quarterly -- or more often -- detailing holdings, market value and activity, as well as a quarterly performance review which compares investment returns to appropriate benchmarks.

* There is no assurance that any global allocation return strategy will be successful.