Investment Approach
Timeless, fundamental investment principles lay at the foundation of Crestone’s investment platform, which has been designed to methodically reduce portfolio risk and systematically increase portfolio returns - an unemotional approach to investing that attempts to rise above the impulses of human nature.
Investment Philosophy - Our Core Beliefs
- Traditional “buy and hold” investment models do not optimize risk adjusted returns.
- Disciplined diversification among alternative and traditional asset classes, investment managers and individual assets is an effective way to protect and conservatively grow wealth.
- Asset values are reasonably estimable. Asset prices can deviate from asset values for long periods of time, creating both risk and opportunity.
- Have an equity bias. In the long term, owners earn more than loaners.
- Superior investment managers exist, and we can, and do, find them through exhaustive due diligence.
- Disciplined re-balancing incorporating tactical, valuation-informed re-weighting of investments reduces risk and can increase return.
The integration of our core beliefs seeks to create a unique and high value investment solution for ultra-high-net-worth clients wanting to grow capital in a risk controlled manner.
For our part, we are a fee-based-only company. Crestone generates no revenue from investment banking or proprietary trading. As a result, we have no conflicting sources of revenue to compromise investment decision making.
The Crestone team prides itself on identifying the world’s top investment funds and leading money managers, and with Crestone’s manageable size, the team’s boutique investment approach gains an enviable level of flexibility and nimbleness.